SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665 | -26.1% | 15,185 | -22.6% | 0.00% | -33.3% |
| Q2 2023 | $900 | -26.1% | 19,615 | -29.3% | 0.00% | -40.0% |
| Q1 2023 | $1,218 | +11.3% | 27,731 | +7.8% | 0.01% | +25.0% |
| Q4 2022 | $1,094 | -99.9% | 25,730 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $1,001,000 | -10.3% | 25,959 | -6.1% | 0.00% | -20.0% |
| Q2 2022 | $1,116,000 | +12.8% | 27,640 | +39.0% | 0.01% | +25.0% |
| Q4 2021 | $989,000 | +62.4% | 19,888 | +50.8% | 0.00% | +33.3% |
| Q3 2021 | $609,000 | -1.9% | 13,190 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $621,000 | +15.6% | 13,162 | +12.1% | 0.00% | 0.0% |
| Q1 2021 | $537,000 | +6.1% | 11,741 | -6.2% | 0.00% | +50.0% |
| Q4 2020 | $506,000 | +12.4% | 12,521 | -9.1% | 0.00% | -33.3% |
| Q3 2020 | $450,000 | -0.7% | 13,781 | -4.9% | 0.00% | 0.0% |
| Q2 2020 | $453,000 | +37.7% | 14,494 | +11.6% | 0.00% | 0.0% |
| Q1 2020 | $329,000 | +16.7% | 12,990 | +67.0% | 0.00% | +50.0% |
| Q4 2019 | $282,000 | -75.5% | 7,779 | -77.0% | 0.00% | -77.8% |
| Q2 2019 | $1,153,000 | -34.5% | 33,838 | -35.9% | 0.01% | -35.7% |
| Q1 2019 | $1,759,000 | +11.7% | 52,788 | -1.4% | 0.01% | -6.7% |
| Q4 2018 | $1,575,000 | -38.5% | 53,552 | -24.3% | 0.02% | -31.8% |
| Q3 2018 | $2,559,000 | +6.8% | 70,776 | +3.1% | 0.02% | -4.3% |
| Q2 2018 | $2,395,000 | +8.7% | 68,660 | +3.3% | 0.02% | +4.5% |
| Q1 2018 | $2,204,000 | +39.6% | 66,455 | +40.4% | 0.02% | +37.5% |
| Q4 2017 | $1,579,000 | – | 47,346 | – | 0.02% | – |
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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% |