SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,385,504 | -1.8% | 54,476 | +2.9% | 1.58% | +2.2% |
| Q2 2023 | $2,429,738 | +66.0% | 52,947 | +59.0% | 1.54% | +61.2% |
| Q1 2023 | $1,463,554 | +1.4% | 33,308 | -1.9% | 0.96% | -2.5% |
| Q4 2022 | $1,443,215 | +10.0% | 33,958 | -0.2% | 0.98% | -3.1% |
| Q3 2022 | $1,312,000 | -4.3% | 34,020 | -1.5% | 1.01% | +1.8% |
| Q2 2022 | $1,371,000 | -15.8% | 34,532 | +0.0% | 1.00% | -4.2% |
| Q1 2022 | $1,628,000 | -5.3% | 34,515 | -0.1% | 1.04% | -8.2% |
| Q4 2021 | $1,719,000 | +8.5% | 34,557 | +0.7% | 1.13% | -0.6% |
| Q3 2021 | $1,584,000 | -2.0% | 34,310 | +0.2% | 1.14% | -4.5% |
| Q2 2021 | $1,616,000 | +2.9% | 34,232 | -0.3% | 1.19% | -16.4% |
| Q1 2021 | $1,571,000 | – | 34,323 | – | 1.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |