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 | $8,584,837 | +24.5% | 196,045 | +30.4% | 0.58% | +26.1% |
| Q2 2023 | $6,897,964 | +32.0% | 150,316 | +26.4% | 0.46% | +12.1% |
| Q1 2023 | $5,224,575 | +10.0% | 118,902 | +6.4% | 0.41% | -1.9% |
| Q4 2022 | $4,749,977 | +34.7% | 111,764 | +22.2% | 0.42% | +28.0% |
| Q3 2022 | $3,527,000 | +19.1% | 91,492 | +22.6% | 0.33% | +17.1% |
| Q2 2022 | $2,961,000 | +401.0% | 74,603 | +495.1% | 0.28% | +485.4% |
| Q1 2022 | $591,000 | +29.0% | 12,537 | +36.1% | 0.05% | +33.3% |
| Q4 2021 | $458,000 | +26.9% | 9,214 | +17.7% | 0.04% | -23.4% |
| Q3 2021 | $361,000 | -25.9% | 7,829 | -24.1% | 0.05% | -6.0% |
| Q2 2021 | $487,000 | +57.1% | 10,317 | +51.9% | 0.05% | +35.1% |
| Q1 2021 | $310,000 | – | 6,793 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |