SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $243,000 | +8000.0% | 4,894 | +8639.3% | 0.02% | – |
| Q2 2021 | $3,000 | -50.0% | 56 | -58.5% | 0.00% | -100.0% |
| Q1 2021 | $6,000 | -81.8% | 135 | -85.0% | 0.00% | -66.7% |
| Q4 2019 | $33,000 | +1550.0% | 900 | +1630.8% | 0.00% | – |
| Q2 2019 | $2,000 | -100.0% | 52 | -82.7% | 0.00% | -100.0% |
| Q4 2016 | $27,000,000 | +107900.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $25,000 | +108.3% | 300 | +100.0% | 0.01% | +150.0% |
| Q3 2014 | $12,000 | – | 150 | – | 0.00% | – |
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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% |