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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,683 | +23.0% | 2,596,106 | +28.9% | 0.70% | +22.1% |
| Q2 2023 | $92,411 | +90.9% | 2,013,747 | +82.8% | 0.57% | +74.6% |
| Q1 2023 | $48,396 | +123.3% | 1,101,417 | +116.0% | 0.33% | +104.4% |
| Q4 2022 | $21,670 | -96.7% | 509,875 | +2859.2% | 0.16% | +3100.0% |
| Q3 2022 | $664,000 | -11.1% | 17,230 | -8.5% | 0.01% | -16.7% |
| Q2 2022 | $747,000 | -15.2% | 18,830 | +0.8% | 0.01% | 0.0% |
| Q1 2022 | $881,000 | -35.0% | 18,682 | -31.4% | 0.01% | -40.0% |
| Q4 2021 | $1,355,000 | -25.6% | 27,235 | -29.4% | 0.01% | -33.3% |
| Q2 2021 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,822,000 | – | 38,591 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |