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 | $33,850 | -4.6% | 773 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $35,473 | +4.4% | 773 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33,966 | +3.4% | 773 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,852 | +9.5% | 773 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $30,000 | -3.2% | 773 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -13.9% | 773 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -5.3% | 773 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | +5.6% | 773 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | -46.3% | 773 | -45.7% | 0.00% | -50.0% |
| Q2 2021 | $67,000 | +91.4% | 1,423 | +84.1% | 0.01% | +50.0% |
| Q1 2021 | $35,000 | +12.9% | 773 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +6.9% | 773 | -12.8% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | -3.3% | 886 | -7.9% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +7.1% | 962 | -11.4% | 0.00% | -20.0% |
| Q1 2020 | $28,000 | -20.0% | 1,086 | +13.4% | 0.01% | -16.7% |
| Q4 2019 | $35,000 | – | 958 | – | 0.01% | – |
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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% |