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 | $67,640 | -11.1% | 1,545 | -6.8% | 0.06% | -8.7% |
| Q2 2023 | $76,051 | +19.3% | 1,657 | +14.2% | 0.07% | +21.1% |
| Q1 2023 | $63,757 | +3.5% | 1,451 | +0.1% | 0.06% | -5.0% |
| Q4 2022 | $61,625 | +10.0% | 1,450 | 0.0% | 0.06% | +11.1% |
| Q3 2022 | $56,000 | -99.9% | 1,450 | -20.4% | 0.05% | -15.6% |
| Q2 2022 | $80,785,000 | +112101.4% | 1,822 | +18.6% | 0.06% | +42.2% |
| Q1 2022 | $72,000 | -95.1% | 1,536 | -97.9% | 0.04% | +275.0% |
| Q4 2021 | $1,481,000 | +2642.6% | 73,664 | +6300.0% | 0.01% | -50.0% |
| Q2 2021 | $54,000 | – | 1,151 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |