SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,223,307 | -5.7% | 576,006 | -1.2% | 0.10% | -3.8% |
| Q2 2023 | $26,760,930 | +2.6% | 583,154 | -1.8% | 0.10% | -2.8% |
| Q1 2023 | $26,087,070 | +5.0% | 593,698 | +1.6% | 0.11% | 0.0% |
| Q4 2022 | $24,841,686 | +7.3% | 584,510 | -2.6% | 0.11% | 0.0% |
| Q3 2022 | $23,142,000 | -11.3% | 600,163 | -8.7% | 0.11% | -7.7% |
| Q2 2022 | $26,083,000 | -15.0% | 657,168 | +1.0% | 0.12% | -8.6% |
| Q1 2022 | $30,696,000 | +20.5% | 650,899 | +27.0% | 0.13% | +21.9% |
| Q4 2021 | $25,484,000 | +13.9% | 512,338 | +5.7% | 0.10% | +5.0% |
| Q3 2021 | $22,372,000 | -0.3% | 484,673 | +2.0% | 0.10% | -3.8% |
| Q2 2021 | $22,433,000 | +0.8% | 475,178 | -2.3% | 0.10% | -9.6% |
| Q1 2021 | $22,248,000 | +5.0% | 486,188 | -7.3% | 0.12% | -2.5% |
| Q4 2020 | $21,189,000 | +6.2% | 524,484 | -14.2% | 0.12% | -8.5% |
| Q3 2020 | $19,950,000 | +6.4% | 611,398 | +1.9% | 0.13% | -3.7% |
| Q2 2020 | $18,747,000 | – | 599,889 | +29994350.0% | 0.13% | – |
| Q3 2019 | $0 | – | 2 | – | 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% |