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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911,454 | -8.4% | 20,814 | -4.0% | 0.51% | -6.1% |
| Q2 2023 | $994,504 | +4.5% | 21,671 | +0.0% | 0.54% | +1.9% |
| Q1 2023 | $952,011 | -1.8% | 21,666 | -5.0% | 0.53% | -0.2% |
| Q4 2022 | $969,626 | +8.3% | 22,813 | -1.7% | 0.53% | +1.5% |
| Q3 2022 | $895,000 | -2.1% | 23,215 | +0.7% | 0.52% | +3.2% |
| Q2 2022 | $914,000 | -13.6% | 23,049 | -1.9% | 0.51% | -4.3% |
| Q1 2022 | $1,058,000 | -11.2% | 23,506 | -1.8% | 0.53% | +6.6% |
| Q4 2021 | $1,191,000 | +14.1% | 23,945 | +5.8% | 0.50% | -5.0% |
| Q3 2021 | $1,044,000 | +1.7% | 22,637 | +4.0% | 0.52% | -0.6% |
| Q2 2021 | $1,027,000 | +0.3% | 21,764 | -2.8% | 0.53% | -4.7% |
| Q1 2021 | $1,024,000 | – | 22,384 | – | 0.55% | – |
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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% |