SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |