SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530 | +151.2% | 12,100 | +163.0% | 0.00% | – |
| Q2 2023 | $211 | -75.1% | 4,600 | -76.9% | 0.00% | -100.0% |
| Q4 2022 | $846 | -99.9% | 19,900 | +23.6% | 0.00% | 0.0% |
| Q3 2022 | $621,000 | -42.9% | 16,100 | -41.2% | 0.00% | 0.0% |
| Q2 2022 | $1,088,000 | -46.8% | 27,400 | -36.9% | 0.00% | -50.0% |
| Q1 2022 | $2,047,000 | +41.0% | 43,400 | +48.6% | 0.00% | 0.0% |
| Q4 2021 | $1,452,000 | +95.4% | 29,200 | +81.4% | 0.00% | +100.0% |
| Q3 2021 | $743,000 | -58.6% | 16,100 | -57.6% | 0.00% | -50.0% |
| Q2 2021 | $1,794,000 | +34.3% | 38,000 | +30.1% | 0.00% | 0.0% |
| Q1 2021 | $1,336,000 | +52.3% | 29,200 | +34.6% | 0.00% | +100.0% |
| Q4 2020 | $877,000 | -39.6% | 21,700 | -51.2% | 0.00% | 0.0% |
| Q3 2020 | $1,452,000 | +190.4% | 44,500 | +178.1% | 0.00% | – |
| Q2 2020 | $500,000 | – | 16,000 | – | 0.00% | – |
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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% |