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 | $1,049,399 | -5.2% | 23,964 | -0.6% | 1.64% | +8.9% |
| Q2 2023 | $1,106,515 | -4.6% | 24,112 | -8.7% | 1.50% | +0.4% |
| Q1 2023 | $1,160,462 | +0.1% | 26,410 | -3.2% | 1.50% | +20.1% |
| Q4 2022 | $1,159,644 | -18.7% | 27,286 | -25.3% | 1.25% | -20.5% |
| Q3 2022 | $1,427,000 | -1.2% | 36,551 | +0.0% | 1.57% | +2.6% |
| Q2 2022 | $1,444,000 | -7.3% | 36,536 | +10.7% | 1.53% | +26.2% |
| Q1 2022 | $1,557,000 | -7.3% | 33,011 | -2.2% | 1.21% | -2.4% |
| Q4 2021 | $1,679,000 | +445.1% | 33,757 | +405.3% | 1.24% | +398.0% |
| Q3 2021 | $308,000 | -3.1% | 6,680 | +0.1% | 0.25% | -4.6% |
| Q2 2021 | $318,000 | +4.6% | 6,675 | +0.4% | 0.26% | -2.6% |
| Q1 2021 | $304,000 | +12.2% | 6,650 | -0.9% | 0.27% | +6.3% |
| Q4 2020 | $271,000 | +12.9% | 6,713 | -8.8% | 0.25% | +1.2% |
| Q3 2020 | $240,000 | +0.8% | 7,363 | -3.4% | 0.25% | -11.1% |
| Q2 2020 | $238,000 | – | 7,626 | – | 0.28% | – |
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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% |