SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,713,101 | -20.4% | 198,975 | -16.6% | 0.15% | -18.1% |
| Q2 2023 | $10,952,075 | +173028.0% | 238,659 | +65.8% | 0.19% | +44.6% |
| Q1 2023 | $6,326 | +206.9% | 143,979 | +196.9% | 0.13% | +132.1% |
| Q4 2022 | $2,061 | -99.9% | 48,492 | +9.5% | 0.06% | +1.8% |
| Q3 2022 | $1,708,000 | -5.9% | 44,285 | -3.2% | 0.06% | -3.5% |
| Q2 2022 | $1,816,000 | -13.6% | 45,760 | +2.7% | 0.06% | -10.9% |
| Q1 2022 | $2,102,000 | -10.9% | 44,577 | -6.0% | 0.06% | -8.6% |
| Q4 2021 | $2,358,000 | -1.3% | 47,405 | -8.4% | 0.07% | -10.3% |
| Q3 2021 | $2,389,000 | -6.9% | 51,746 | -4.8% | 0.08% | -14.3% |
| Q2 2021 | $2,566,000 | +28.9% | 54,345 | +25.0% | 0.09% | +11.0% |
| Q1 2021 | $1,990,000 | +57.6% | 43,478 | +39.1% | 0.08% | +36.7% |
| Q4 2020 | $1,263,000 | – | 31,267 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |