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 2022 | $109,000 | -23.2% | 2,839 | -20.8% | 0.01% | -12.5% |
| Q2 2022 | $142,000 | -42.3% | 3,586 | -31.3% | 0.02% | -38.5% |
| Q1 2022 | $246,000 | -5.4% | 5,221 | -0.1% | 0.03% | -7.1% |
| Q4 2021 | $260,000 | +6.1% | 5,227 | -1.5% | 0.03% | +3.7% |
| Q3 2021 | $245,000 | -3.5% | 5,309 | -1.2% | 0.03% | -3.6% |
| Q2 2021 | $254,000 | +9.0% | 5,372 | +5.3% | 0.03% | -20.0% |
| Q1 2021 | $233,000 | +14.2% | 5,101 | +0.9% | 0.04% | -2.8% |
| Q4 2020 | $204,000 | +23.6% | 5,057 | +0.2% | 0.04% | +2.9% |
| Q3 2020 | $165,000 | -6.8% | 5,049 | -2.6% | 0.04% | -7.9% |
| Q2 2020 | $177,000 | +23.8% | 5,183 | -1.2% | 0.04% | 0.0% |
| Q1 2020 | $143,000 | -30.2% | 5,248 | -6.6% | 0.04% | -20.8% |
| Q4 2019 | $205,000 | – | 5,619 | – | 0.05% | – |
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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% |