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 | $812,699 | -5.8% | 18,559 | -1.3% | 0.11% | -1.8% |
| Q2 2023 | $862,457 | +3.3% | 18,794 | -1.1% | 0.11% | -1.8% |
| Q1 2023 | $834,948 | +5.4% | 19,002 | +1.9% | 0.11% | -6.7% |
| Q4 2022 | $792,370 | +16.7% | 18,644 | +5.9% | 0.12% | +1.7% |
| Q3 2022 | $679,000 | -4.9% | 17,597 | -2.1% | 0.12% | 0.0% |
| Q2 2022 | $714,000 | -1.8% | 17,979 | +16.7% | 0.12% | -8.6% |
| Q1 2022 | $727,000 | +31.2% | 15,411 | +38.4% | 0.13% | +29.3% |
| Q4 2021 | $554,000 | +13.8% | 11,138 | +5.5% | 0.10% | -2.9% |
| Q3 2021 | $487,000 | +0.4% | 10,554 | +2.8% | 0.10% | -4.7% |
| Q2 2021 | $485,000 | +7.8% | 10,266 | +4.4% | 0.11% | -5.3% |
| Q1 2021 | $450,000 | +24.3% | 9,832 | -11.4% | 0.11% | -13.1% |
| Q3 2020 | $362,000 | – | 11,091 | – | 0.13% | – |
Download | ||||||
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% |