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 | $1,990,100 | -8.4% | 45,446 | -4.0% | 0.01% | +8.3% |
| Q2 2023 | $2,173,530 | -1.4% | 47,364 | -5.6% | 0.01% | 0.0% |
| Q1 2023 | $2,203,694 | -13.1% | 50,152 | -15.9% | 0.01% | -14.3% |
| Q4 2022 | $2,535,225 | +6.9% | 59,652 | -3.0% | 0.01% | 0.0% |
| Q3 2022 | $2,371,000 | -10.4% | 61,490 | -7.7% | 0.01% | -6.7% |
| Q2 2022 | $2,645,000 | -17.2% | 66,648 | -1.6% | 0.02% | -6.2% |
| Q1 2022 | $3,196,000 | -8.3% | 67,764 | -3.2% | 0.02% | 0.0% |
| Q4 2021 | $3,484,000 | +5.9% | 70,034 | -1.7% | 0.02% | 0.0% |
| Q3 2021 | $3,290,000 | -2.9% | 71,266 | -0.8% | 0.02% | -5.9% |
| Q2 2021 | $3,390,000 | -5.7% | 71,812 | -8.6% | 0.02% | -15.0% |
| Q1 2021 | $3,596,000 | -14.8% | 78,585 | -24.8% | 0.02% | -20.0% |
| Q4 2020 | $4,223,000 | +10.6% | 104,539 | -10.6% | 0.02% | 0.0% |
| Q3 2020 | $3,818,000 | 0.0% | 116,999 | -4.2% | 0.02% | -10.7% |
| Q2 2020 | $3,818,000 | +31.6% | 122,170 | +6.6% | 0.03% | +16.7% |
| Q1 2020 | $2,902,000 | -29.4% | 114,555 | +1.0% | 0.02% | -11.1% |
| Q4 2019 | $4,109,000 | +29.1% | 113,409 | +20.8% | 0.03% | +22.7% |
| Q3 2019 | $3,182,000 | +77.6% | 93,889 | +78.5% | 0.02% | +83.3% |
| Q2 2019 | $1,792,000 | +121.0% | 52,602 | +116.1% | 0.01% | +100.0% |
| Q1 2019 | $811,000 | – | 24,338 | – | 0.01% | – |
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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% |