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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $235,000 | -15.8% | 5,918 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $279,000 | -5.4% | 5,918 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $295,000 | +6.5% | 5,918 | -1.6% | 0.02% | -5.3% |
| Q3 2021 | $277,000 | -2.8% | 6,012 | -0.4% | 0.02% | 0.0% |
| Q2 2021 | $285,000 | -8.1% | 6,039 | -11.1% | 0.02% | -13.6% |
| Q1 2021 | $310,000 | +6.9% | 6,791 | -5.3% | 0.02% | 0.0% |
| Q4 2020 | $290,000 | +5.8% | 7,168 | -15.3% | 0.02% | -8.3% |
| Q3 2020 | $274,000 | +10.9% | 8,464 | +7.2% | 0.02% | +4.3% |
| Q2 2020 | $247,000 | +16.5% | 7,894 | -5.9% | 0.02% | -11.5% |
| Q1 2020 | $212,000 | – | 8,393 | – | 0.03% | – |
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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% |