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 | $249,199 | -4.6% | 5,691 | -0.1% | 0.13% | -0.8% |
| Q2 2023 | $261,346 | +4.6% | 5,695 | +0.1% | 0.13% | 0.0% |
| Q1 2023 | $249,920 | -8.8% | 5,688 | -11.8% | 0.13% | -3.8% |
| Q4 2022 | $274,131 | +10.1% | 6,450 | +0.1% | 0.13% | -18.4% |
| Q3 2022 | $249,000 | -3.5% | 6,446 | -1.0% | 0.16% | -5.8% |
| Q2 2022 | $258,000 | -16.0% | 6,508 | -0.1% | 0.17% | -11.7% |
| Q1 2022 | $307,000 | -5.0% | 6,516 | +0.3% | 0.20% | -5.3% |
| Q4 2021 | $323,000 | +7.7% | 6,496 | -0.1% | 0.21% | -5.5% |
| Q3 2021 | $300,000 | -3.2% | 6,501 | -1.0% | 0.22% | -6.0% |
| Q2 2021 | $310,000 | -0.3% | 6,568 | -3.4% | 0.23% | -9.7% |
| Q1 2021 | $311,000 | -0.3% | 6,798 | -11.9% | 0.26% | -12.8% |
| Q4 2020 | $312,000 | – | 7,712 | – | 0.30% | – |
Download | ||||||
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% |