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 2022 | $270,683 | +6.2% | 6,369 | -3.6% | 0.00% | 0.0% |
| Q3 2022 | $255,000 | -9.9% | 6,610 | -7.3% | 0.00% | 0.0% |
| Q2 2022 | $283,000 | +4.8% | 7,128 | +24.4% | 0.00% | 0.0% |
| Q1 2022 | $270,000 | -31.5% | 5,728 | -28.8% | 0.00% | -50.0% |
| Q4 2021 | $394,000 | +13.2% | 8,046 | +6.7% | 0.00% | 0.0% |
| Q3 2021 | $348,000 | -43.2% | 7,541 | -41.9% | 0.00% | -33.3% |
| Q2 2021 | $613,000 | +2.3% | 12,980 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $599,000 | +20.5% | 13,098 | +6.4% | 0.00% | 0.0% |
| Q4 2020 | $497,000 | +138.9% | 12,313 | +92.8% | 0.00% | +50.0% |
| Q3 2020 | $208,000 | – | 6,387 | – | 0.00% | – |
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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% |