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 2023 | $1,920 | -99.9% | 43,849 | -2.8% | 0.02% | -5.0% |
| Q2 2022 | $1,791,000 | +782.3% | 45,129 | +944.9% | 0.02% | +1900.0% |
| Q1 2022 | $203,000 | -76.7% | 4,319 | -75.4% | 0.00% | -80.0% |
| Q4 2021 | $872,000 | -11.3% | 17,547 | -17.7% | 0.01% | -16.7% |
| Q3 2021 | $983,000 | -47.5% | 21,316 | -47.9% | 0.01% | -68.4% |
| Q1 2021 | $1,871,000 | -39.7% | 40,907 | -58.8% | 0.02% | -79.6% |
| Q2 2020 | $3,101,000 | – | 99,254 | – | 0.09% | – |
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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% |