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 | $25,475,687 | -2.3% | 581,770 | +2.8% | 6.84% | -0.7% |
| Q2 2023 | $26,071,010 | +4.8% | 566,023 | -0.0% | 6.89% | +0.6% |
| Q1 2023 | $24,878,711 | +7.1% | 566,197 | +3.6% | 6.85% | -2.4% |
| Q4 2022 | $23,228,079 | +12.6% | 546,543 | +2.1% | 7.01% | +1.2% |
| Q3 2022 | $20,636,000 | -3.4% | 535,177 | -0.6% | 6.93% | -1.7% |
| Q2 2022 | $21,359,000 | -11.2% | 538,148 | +5.5% | 7.05% | -1.0% |
| Q1 2022 | $24,061,000 | -2.3% | 510,195 | +3.1% | 7.12% | +0.3% |
| Q4 2021 | $24,620,000 | +14.4% | 494,976 | +6.2% | 7.10% | -0.1% |
| Q3 2021 | $21,513,000 | -0.9% | 466,055 | +1.4% | 7.11% | -7.6% |
| Q2 2021 | $21,706,000 | +11.4% | 459,767 | +8.0% | 7.70% | -2.9% |
| Q1 2021 | $19,488,000 | +12.7% | 425,882 | -0.5% | 7.93% | +4.2% |
| Q4 2020 | $17,294,000 | +26.8% | 428,070 | +2.4% | 7.61% | +8.9% |
| Q3 2020 | $13,639,000 | +4.1% | 417,983 | -0.3% | 6.99% | +0.1% |
| Q2 2020 | $13,100,000 | +40.4% | 419,194 | +13.8% | 6.98% | +15.3% |
| Q1 2020 | $9,332,000 | -23.6% | 368,413 | +9.3% | 6.05% | -13.3% |
| Q4 2019 | $12,211,000 | +6.4% | 337,034 | -0.5% | 6.98% | -0.7% |
| Q3 2019 | $11,477,000 | +4.3% | 338,641 | +4.8% | 7.03% | +0.8% |
| Q2 2019 | $11,006,000 | +5.4% | 323,041 | +6.8% | 6.97% | -0.3% |
| Q1 2019 | $10,445,000 | +22.3% | 302,571 | +4.2% | 6.99% | +3.3% |
| Q4 2018 | $8,541,000 | -8.4% | 290,315 | +12.6% | 6.76% | -0.5% |
| Q3 2018 | $9,321,000 | +10.0% | 257,848 | +6.1% | 6.80% | -1.0% |
| Q2 2018 | $8,476,000 | +8.4% | 243,011 | +3.1% | 6.87% | +6.3% |
| Q1 2018 | $7,819,000 | +257.2% | 235,802 | +259.3% | 6.46% | +226.4% |
| Q4 2017 | $2,189,000 | – | 65,620 | – | 1.98% | – |
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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% |