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 | $494,691 | -10.7% | 11,678 | -3.9% | 0.01% | 0.0% |
| Q2 2023 | $553,776 | -1.6% | 12,155 | -5.1% | 0.01% | 0.0% |
| Q1 2023 | $563,019 | -15.7% | 12,813 | -16.4% | 0.01% | -21.4% |
| Q4 2022 | $668,233 | +1.4% | 15,330 | -8.3% | 0.01% | -6.7% |
| Q3 2022 | $659,000 | -19.7% | 16,711 | -17.3% | 0.02% | -16.7% |
| Q2 2022 | $821,000 | -19.9% | 20,201 | -10.1% | 0.02% | -10.0% |
| Q1 2022 | $1,025,000 | -55.9% | 22,465 | -52.7% | 0.02% | -50.0% |
| Q4 2021 | $2,322,000 | -21.9% | 47,529 | -24.5% | 0.04% | -25.9% |
| Q3 2021 | $2,974,000 | -7.0% | 62,965 | -7.8% | 0.05% | -5.3% |
| Q2 2021 | $3,198,000 | – | 68,314 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |