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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257 | -3.7% | 5,900 | 0.0% | 0.01% | -28.6% |
| Q2 2023 | $267 | +5.1% | 5,900 | 0.0% | 0.01% | +40.0% |
| Q1 2023 | $254 | +2.4% | 5,900 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $248 | -99.9% | 5,900 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $233,000 | -1.3% | 5,900 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $236,000 | +252.2% | 5,900 | +312.6% | 0.01% | +400.0% |
| Q1 2022 | $67,000 | -53.8% | 1,430 | -51.2% | 0.00% | -66.7% |
| Q4 2021 | $145,000 | -82.6% | 2,930 | -83.5% | 0.00% | -86.4% |
| Q3 2021 | $831,000 | -84.2% | 17,723 | -48.0% | 0.02% | -81.0% |
| Q2 2021 | $5,248,000 | +8.0% | 34,108 | +7.2% | 0.12% | +26.1% |
| Q1 2021 | $4,858,000 | +66.5% | 31,804 | +41.4% | 0.09% | +33.3% |
| Q4 2020 | $2,917,000 | – | 22,492 | – | 0.07% | – |
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% |