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 | $788 | -4.6% | 18 | 0.0% | 0.00% | – |
| Q2 2023 | $826 | -80.6% | 18 | -81.4% | 0.00% | – |
| Q1 2023 | $4,262 | +457.1% | 97 | +438.9% | 0.00% | – |
| Q4 2022 | $765 | -23.5% | 18 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -66.7% | 18 | -66.0% | 0.00% | – |
| Q2 2021 | $3,000 | -95.3% | 53 | -96.2% | 0.00% | -100.0% |
| Q1 2021 | $64,000 | +1500.0% | 1,394 | +1167.3% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | +300.0% | 110 | +168.3% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 41 | +70.8% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 24 | +4.3% | 0.00% | – |
| Q4 2019 | $1,000 | – | 23 | – | 0.00% | – |
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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% |