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 | $1,397 | -6.7% | 31,917 | -1.8% | 0.62% | -12.1% |
| Q2 2023 | $1,497 | +7.9% | 32,496 | +3.0% | 0.71% | +7.4% |
| Q1 2023 | $1,387 | -7.7% | 31,563 | -10.8% | 0.66% | -9.1% |
| Q4 2022 | $1,503 | -99.9% | 35,371 | -0.3% | 0.73% | +3.7% |
| Q3 2022 | $1,368,000 | -3.3% | 35,469 | -0.5% | 0.70% | -1.3% |
| Q2 2022 | $1,414,000 | -13.9% | 35,638 | +2.3% | 0.71% | +1.1% |
| Q1 2022 | $1,642,000 | -2.0% | 34,820 | +3.3% | 0.70% | +2.8% |
| Q4 2021 | $1,676,000 | +17.2% | 33,703 | +8.8% | 0.68% | +10.2% |
| Q3 2021 | $1,430,000 | +7.4% | 30,972 | +9.8% | 0.62% | -14.5% |
| Q2 2021 | $1,332,000 | +22.0% | 28,218 | +18.3% | 0.72% | +37.1% |
| Q1 2021 | $1,092,000 | – | 23,863 | – | 0.53% | – |
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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% |