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 | $1,312,927 | +7.0% | 29,982 | +12.1% | 0.03% | +8.3% |
| Q2 2023 | $1,227,123 | +74.4% | 26,741 | +67.0% | 0.02% | +60.0% |
| Q1 2023 | $703,442 | +15.1% | 16,009 | +11.3% | 0.02% | +7.1% |
| Q4 2022 | $611,320 | +137.9% | 14,384 | +102.9% | 0.01% | +75.0% |
| Q4 2019 | $257,000 | +5.3% | 7,089 | -1.4% | 0.01% | -11.1% |
| Q3 2019 | $244,000 | +0.8% | 7,187 | +1.4% | 0.01% | 0.0% |
| Q2 2019 | $242,000 | +2.5% | 7,089 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $236,000 | +4.4% | 7,089 | -7.7% | 0.01% | 0.0% |
| Q4 2018 | $226,000 | -42.3% | 7,684 | -29.2% | 0.01% | -23.1% |
| Q3 2018 | $392,000 | +3.4% | 10,857 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $379,000 | +28.5% | 10,857 | +22.0% | 0.01% | +27.3% |
| Q1 2018 | $295,000 | – | 8,900 | – | 0.01% | – |
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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% |