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 | $582,579 | -2.2% | 13,618 | -2.9% | 0.21% | +7.0% |
Q1 2023 | $595,782 | +9.6% | 14,018 | -0.6% | 0.20% | +13.1% |
Q4 2022 | $543,780 | -0.0% | 14,102 | 0.0% | 0.18% | -0.6% |
Q3 2022 | $544,000 | +164.1% | 14,102 | +172.0% | 0.18% | +139.2% |
Q2 2022 | $206,000 | -17.9% | 5,185 | -2.7% | 0.07% | -15.9% |
Q1 2022 | $251,000 | -9.1% | 5,330 | -4.0% | 0.09% | -16.2% |
Q4 2021 | $276,000 | +7.0% | 5,553 | -0.6% | 0.10% | -9.5% |
Q3 2021 | $258,000 | -6.9% | 5,584 | -4.9% | 0.12% | -2.5% |
Q2 2021 | $277,000 | +1.1% | 5,871 | -2.1% | 0.12% | -4.0% |
Q1 2021 | $274,000 | – | 5,995 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |