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 | $605,528 | +31.2% | 13,828 | +37.4% | 0.00% | +100.0% |
| Q2 2023 | $461,699 | +74.3% | 10,061 | +66.9% | 0.00% | -80.0% |
| Q1 2023 | $264,827 | -3.3% | 6,027 | -6.4% | 0.01% | +66.7% |
| Q4 2022 | $273,743 | +35.5% | 6,441 | +50.3% | 0.00% | +50.0% |
| Q1 2022 | $202,000 | -5.2% | 4,285 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $213,000 | +6.5% | 4,285 | +1.0% | 0.00% | -33.3% |
| Q2 2021 | $200,000 | – | 4,244 | – | 0.00% | – |
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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% |