SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 568 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 3.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,865 | -3.7% | 582 | +0.2% | 0.01% | -8.3% |
| Q1 2024 | $31,010 | +9.6% | 581 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $28,295 | +67.8% | 581 | +50.9% | 0.01% | +50.0% |
| Q3 2023 | $16,860 | -4.6% | 385 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,668 | +8.0% | 385 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,362 | – | 385 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,539,802 | $304,602,000 | 14.74% |
| Measured Wealth Private Client Group, LLC | 651,521 | $26,321,000 | 10.96% |
| WALLER FINANCIAL PLANNING GROUP, INC | 748,753 | $30,250,000 | 9.43% |
| Peterson Wealth Advisors, LLC | 428,070 | $17,294,000 | 7.61% |
| ARQ WEALTH ADVISORS, LLC | 237,039 | $9,576,000 | 6.02% |
| Valmark Advisers, Inc. | 7,178,579 | $290,015,000 | 5.90% |
| Financial Strategies Group, Inc. | 247,484 | $9,998,000 | 5.57% |
| Private Wealth Group, LLC | 150,489 | $6,080,000 | 5.06% |
| Good Life Advisors, LLC | 528,430 | $21,344,000 | 5.00% |
| TPG Financial Advisors, LLC | 166,713 | $6,735,000 | 5.00% |