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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $144,594,000 | +964.1% | 2,907,013 | +887.5% | 4.27% | +1100.0% |
| Q3 2021 | $13,588,000 | -86.0% | 294,370 | -85.7% | 0.36% | -87.6% |
| Q2 2021 | $96,867,000 | -32.9% | 2,051,842 | -35.0% | 2.88% | -45.7% |
| Q1 2021 | $144,433,000 | +658.1% | 3,156,299 | +440.6% | 5.30% | +680.1% |
| Q3 2020 | $19,052,000 | +142.1% | 583,890 | +131.9% | 0.68% | +250.5% |
| Q2 2020 | $7,870,000 | +959.2% | 251,835 | +759.1% | 0.19% | +438.9% |
| Q1 2020 | $743,000 | -98.7% | 29,315 | -98.2% | 0.04% | -99.0% |
| Q4 2017 | $55,488,000 | – | 1,650,930 | – | 3.46% | – |
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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% |