SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $18,963,000 | +39.4% | 381,242 | +29.4% | 3.41% | +24.5% |
| Q3 2021 | $13,601,000 | -2.2% | 294,650 | -0.0% | 2.74% | -0.9% |
| Q2 2021 | $13,914,000 | +5.8% | 294,732 | +2.5% | 2.76% | -8.9% |
| Q1 2021 | $13,157,000 | +5.0% | 287,515 | -7.3% | 3.03% | +1.0% |
| Q4 2020 | $12,534,000 | +31.3% | 310,256 | +6.0% | 3.00% | -1.3% |
| Q3 2020 | $9,549,000 | +17.1% | 292,647 | +12.2% | 3.04% | +15.3% |
| Q2 2020 | $8,153,000 | +997.3% | 260,902 | +788.9% | 2.64% | +856.2% |
| Q1 2020 | $743,000 | -84.4% | 29,351 | -79.4% | 0.28% | -82.5% |
| Q4 2017 | $4,751,000 | – | 142,428 | – | 1.58% | – |
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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% |