SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,847 | -6.4% | 10,387 | -1.9% | 0.26% | -0.4% |
| Q2 2023 | $486,113 | +15.4% | 10,593 | +10.5% | 0.26% | +4.8% |
| Q1 2023 | $421,253 | +7.0% | 9,587 | +3.5% | 0.25% | +2.9% |
| Q4 2022 | $393,550 | +52.5% | 9,260 | +38.4% | 0.24% | +29.3% |
| Q3 2022 | $258,000 | +11.2% | 6,693 | +14.4% | 0.19% | +6.2% |
| Q2 2022 | $232,000 | +11.0% | 5,849 | +31.9% | 0.18% | +25.5% |
| Q1 2022 | $209,000 | – | 4,435 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |