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 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 | 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% |