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 | $704,187 | -8.0% | 16,081 | -3.6% | 0.05% | +2.0% |
| Q2 2023 | $765,629 | +0.0% | 16,684 | -4.2% | 0.05% | 0.0% |
| Q1 2023 | $765,303 | +1.6% | 17,417 | -1.7% | 0.05% | -15.3% |
| Q4 2022 | $752,888 | +3.1% | 17,715 | -6.4% | 0.06% | +3.5% |
| Q3 2022 | $730,000 | -5.8% | 18,924 | -3.0% | 0.06% | -25.0% |
| Q2 2022 | $775,000 | -16.4% | 19,515 | -0.7% | 0.08% | -7.3% |
| Q1 2022 | $927,000 | -30.5% | 19,657 | -26.6% | 0.08% | -14.6% |
| Q4 2021 | $1,333,000 | -7.6% | 26,793 | -14.2% | 0.10% | +43.3% |
| Q3 2021 | $1,442,000 | -2.2% | 31,239 | 0.0% | 0.07% | -18.3% |
| Q2 2021 | $1,475,000 | +3.2% | 31,239 | 0.0% | 0.08% | -10.9% |
| Q1 2021 | $1,429,000 | +13.2% | 31,239 | 0.0% | 0.09% | +13.6% |
| Q4 2020 | $1,262,000 | – | 31,239 | – | 0.08% | – |
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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% |