SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,820,516 | +443.0% | 41,573 | +469.1% | 0.01% | +600.0% |
| Q2 2023 | $335,263 | +9045.2% | 7,305 | -91.2% | 0.00% | -93.8% |
| Q1 2023 | $3,666 | +872.4% | 83,441 | +838.3% | 0.02% | +700.0% |
| Q4 2022 | $377 | -99.9% | 8,893 | -2.5% | 0.00% | 0.0% |
| Q3 2022 | $351,000 | -2.2% | 9,122 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $359,000 | +16.2% | 9,051 | +37.8% | 0.00% | +100.0% |
| Q1 2022 | $309,000 | +11.6% | 6,570 | +17.8% | 0.00% | 0.0% |
| Q4 2021 | $277,000 | – | 5,578 | +39742.9% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 14 | -44.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 25 | +127.3% | 0.00% | – |
| Q4 2020 | $0 | – | 11 | -60.7% | 0.00% | – |
| Q3 2020 | $0 | – | 28 | – | 0.00% | – |
Download | ||||||
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% |