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 2021 | $3,442,000 | +30.9% | 74,571 | +33.9% | 0.52% | +31.7% |
| Q2 2021 | $2,629,000 | -19.2% | 55,691 | -21.7% | 0.40% | -23.0% |
| Q1 2021 | $3,255,000 | +116.1% | 71,127 | +90.8% | 0.52% | +106.8% |
| Q4 2020 | $1,506,000 | +140.6% | 37,282 | +94.3% | 0.25% | +110.1% |
| Q3 2020 | $626,000 | -54.6% | 19,185 | -56.5% | 0.12% | -56.2% |
| Q2 2020 | $1,379,000 | +4496.7% | 44,119 | +10985.2% | 0.27% | +1500.0% |
| Q2 2013 | $30,000 | – | 398 | – | 0.02% | – |
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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% |