SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 391 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $171,000 | -23.3% | 3,429 | -56.6% | 0.03% | -50.9% |
| Q1 2020 | $223,000 | -21.5% | 7,908 | +0.8% | 0.05% | 0.0% |
| Q4 2019 | $284,000 | +3.3% | 7,848 | -0.1% | 0.05% | -1.9% |
| Q3 2019 | $275,000 | -4.8% | 7,854 | -5.9% | 0.05% | -5.3% |
| Q2 2019 | $289,000 | +1.0% | 8,345 | +0.0% | 0.06% | +1.8% |
| Q1 2019 | $286,000 | -7.4% | 8,343 | -20.5% | 0.06% | -16.4% |
| Q4 2018 | $309,000 | +103.3% | 10,498 | +149.1% | 0.07% | +148.1% |
| Q3 2018 | $152,000 | +4.8% | 4,214 | +1.5% | 0.03% | +3.8% |
| Q2 2018 | $145,000 | +16.9% | 4,152 | +10.9% | 0.03% | +18.2% |
| Q1 2018 | $124,000 | – | 3,745 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |