SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,618 | +2573.3% | 13,419 | +2701.5% | 0.02% | +1500.0% |
| Q2 2023 | $21,981 | +4.4% | 479 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,047 | -98.9% | 479 | -98.9% | 0.00% | -98.2% |
| Q4 2022 | $1,833,960 | -2.0% | 43,152 | -11.1% | 0.06% | +24.4% |
| Q3 2022 | $1,871,000 | +16909.1% | 48,529 | +21468.4% | 0.04% | – |
| Q1 2022 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | -9.1% | 225 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | -38.9% | 225 | -41.6% | 0.00% | -100.0% |
| Q1 2021 | $18,000 | +200.0% | 385 | +140.6% | 0.00% | – |
| Q4 2020 | $6,000 | -93.8% | 160 | -95.8% | 0.00% | -100.0% |
| Q1 2020 | $96,000 | -29.9% | 3,808 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $137,000 | +878.6% | 3,808 | +781.5% | 0.01% | +900.0% |
| Q3 2019 | $14,000 | – | 432 | – | 0.00% | – |
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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% |