SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |