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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |
| Montz Harcus Wealth Management LLC | 179,826 | $7,874,576 | 6.73% |
| Gateway Wealth Partners, LLC | 705,708 | $30,902,936 | 5.57% |
| Financial Strategies Group, Inc. | 397,370 | $17,484,297 | 5.52% |
| Pinkerton Retirement Specialists, LLC | 544,513 | $23,844,224 | 5.18% |
| Valmark Advisers, Inc. | 5,553,324 | $243,180,073 | 5.05% |
| Koss-Olinger Consulting, LLC | 688,199 | $30,136,000 | 4.45% |
| Private Wealth Group, LLC | 154,707 | $6,774,620 | 4.44% |
| TLWM | 334,757 | $14,659,032 | 3.89% |
| Millington Financial Advisors, LLC | 91,950 | $4,026,492 | 3.61% |
| Creative Planning | 59,934,233 | $2,624,520,049 | 3.50% |
External links
This page lists SPDR SER TR's shareholders in Q3 2023. To view SPDR SER TR's shareholder history, click here.