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 | $843,252 | -3.8% | 19,257 | +0.8% | 0.50% | -1.4% |
Q2 2023 | $876,388 | +5.0% | 19,098 | +0.5% | 0.51% | +6.1% |
Q1 2023 | $834,659 | +3.6% | 18,995 | +0.2% | 0.48% | -11.8% |
Q4 2022 | $805,776 | +6.0% | 18,959 | -3.8% | 0.54% | -1.3% |
Q3 2022 | $760,000 | -2.8% | 19,707 | +0.0% | 0.55% | +4.6% |
Q2 2022 | $782,000 | -16.8% | 19,705 | -1.1% | 0.52% | -16.7% |
Q1 2022 | $940,000 | – | 19,932 | – | 0.63% | – |
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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% |