SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,105 | -0.6% | 139,418 | +4.2% | 0.03% | 0.0% |
| Q2 2023 | $6,143 | +37.2% | 133,861 | +31.4% | 0.03% | +27.3% |
| Q1 2023 | $4,476 | +9.0% | 101,855 | +5.4% | 0.02% | +4.8% |
| Q4 2022 | $4,106 | -99.9% | 96,612 | +3.4% | 0.02% | +5.0% |
| Q3 2022 | $3,603,000 | -0.7% | 93,432 | +2.2% | 0.02% | 0.0% |
| Q2 2022 | $3,630,000 | -11.8% | 91,452 | +4.8% | 0.02% | +5.3% |
| Q1 2022 | $4,116,000 | -4.9% | 87,282 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $4,328,000 | +18.3% | 87,017 | +9.7% | 0.02% | +5.6% |
| Q3 2021 | $3,660,000 | +7.7% | 79,296 | +10.2% | 0.02% | +12.5% |
| Q2 2021 | $3,397,000 | +11.7% | 71,965 | +8.3% | 0.02% | -5.9% |
| Q1 2021 | $3,041,000 | +28.4% | 66,445 | +13.3% | 0.02% | +21.4% |
| Q4 2020 | $2,369,000 | +53.2% | 58,637 | +23.8% | 0.01% | +40.0% |
| Q3 2020 | $1,546,000 | -54.2% | 47,382 | -56.1% | 0.01% | -60.0% |
| Q2 2020 | $3,373,000 | +5.4% | 107,942 | -14.5% | 0.02% | -19.4% |
| Q1 2020 | $3,200,000 | -44.2% | 126,316 | -20.1% | 0.03% | -29.5% |
| Q4 2019 | $5,731,000 | +27.0% | 158,176 | +18.8% | 0.04% | +10.0% |
| Q3 2019 | $4,513,000 | +9.9% | 133,154 | +10.5% | 0.04% | +5.3% |
| Q2 2019 | $4,106,000 | +255.2% | 120,527 | +247.4% | 0.04% | +245.5% |
| Q1 2019 | $1,156,000 | +0.6% | 34,693 | -11.2% | 0.01% | -15.4% |
| Q4 2018 | $1,149,000 | -35.5% | 39,070 | -20.8% | 0.01% | -23.5% |
| Q3 2018 | $1,782,000 | +2.5% | 49,302 | -1.1% | 0.02% | -5.6% |
| Q2 2018 | $1,739,000 | -12.7% | 49,843 | -17.0% | 0.02% | -18.2% |
| Q1 2018 | $1,992,000 | +206.0% | 60,075 | +207.7% | 0.02% | +175.0% |
| Q4 2017 | $651,000 | – | 19,527 | – | 0.01% | – |
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% |