SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,410,003 | +24.4% | 100,708 | +24.9% | 0.50% | +22.5% |
| Q1 2023 | $3,544,288 | +7.8% | 80,662 | +4.3% | 0.40% | +3.9% |
| Q4 2022 | $3,287,578 | +13.4% | 77,355 | +2.9% | 0.39% | +7.8% |
| Q3 2022 | $2,899,000 | +0.2% | 75,193 | +3.2% | 0.36% | +1.1% |
| Q2 2022 | $2,892,000 | -35.9% | 72,862 | -23.9% | 0.36% | -31.9% |
| Q1 2022 | $4,515,000 | -18.5% | 95,730 | -14.1% | 0.52% | -15.2% |
| Q4 2021 | $5,540,000 | +30.0% | 111,384 | +20.6% | 0.62% | +17.0% |
| Q3 2021 | $4,263,000 | -9.2% | 92,353 | -7.1% | 0.53% | -7.2% |
| Q2 2021 | $4,694,000 | +46.6% | 99,428 | +42.0% | 0.57% | +34.5% |
| Q1 2021 | $3,203,000 | +24.0% | 70,003 | +9.5% | 0.42% | +16.5% |
| Q4 2020 | $2,583,000 | +35.4% | 63,947 | +9.4% | 0.36% | +10.3% |
| Q3 2020 | $1,907,000 | – | 58,447 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |