SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $632,528 | +9.4% | 14,883 | -0.8% | 0.01% | +8.3% |
| Q3 2022 | $578,000 | -4.1% | 14,999 | -1.4% | 0.01% | +9.1% |
| Q2 2022 | $603,000 | -18.0% | 15,205 | -2.5% | 0.01% | 0.0% |
| Q1 2022 | $735,000 | -10.7% | 15,594 | -5.8% | 0.01% | -8.3% |
| Q4 2021 | $823,000 | -11.4% | 16,547 | -17.7% | 0.01% | -20.0% |
| Q3 2021 | $929,000 | +1.2% | 20,116 | +3.4% | 0.02% | +25.0% |
| Q2 2021 | $918,000 | +38.5% | 19,451 | +34.2% | 0.01% | +20.0% |
| Q1 2021 | $663,000 | +30.3% | 14,497 | +15.0% | 0.01% | +25.0% |
| Q4 2020 | $509,000 | +24.8% | 12,609 | +0.7% | 0.01% | +14.3% |
| Q3 2020 | $408,000 | +9.4% | 12,518 | +4.8% | 0.01% | -56.2% |
| Q2 2020 | $373,000 | +39.7% | 11,943 | +13.2% | 0.02% | +33.3% |
| Q1 2020 | $267,000 | +6.0% | 10,552 | +51.5% | 0.01% | +50.0% |
| Q4 2019 | $252,000 | +98.4% | 6,966 | +85.6% | 0.01% | +100.0% |
| Q3 2019 | $127,000 | -86.7% | 3,753 | -86.6% | 0.00% | -86.7% |
| Q2 2019 | $955,000 | +88.7% | 28,032 | +84.8% | 0.03% | +87.5% |
| Q1 2019 | $506,000 | – | 15,171 | – | 0.02% | – |
Download | ||||||
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% |