SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,332,638 | -74.1% | 28,186 | -76.3% | 0.52% | -76.2% |
| Q1 2023 | $5,135,453 | +25.6% | 118,821 | +30.2% | 2.17% | +13.2% |
| Q4 2022 | $4,088,392 | +116.7% | 91,259 | +86.5% | 1.92% | +49.3% |
| Q3 2022 | $1,887,000 | +17.9% | 48,931 | +21.3% | 1.28% | +9.8% |
| Q2 2022 | $1,601,000 | -1.6% | 40,348 | +17.0% | 1.17% | -8.1% |
| Q1 2022 | $1,627,000 | +22.9% | 34,498 | +29.6% | 1.27% | +21.1% |
| Q4 2021 | $1,324,000 | – | 26,611 | – | 1.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |