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 | $3,107,841 | -5.3% | 70,971 | -0.7% | 1.01% | -3.1% |
| Q2 2023 | $3,281,365 | +2.8% | 71,505 | -1.6% | 1.04% | -1.4% |
| Q1 2023 | $3,192,900 | +14.1% | 72,665 | +10.4% | 1.06% | +5.5% |
| Q4 2022 | $2,797,738 | +7.9% | 65,829 | -2.1% | 1.00% | +1.9% |
| Q3 2022 | $2,592,000 | -6.5% | 67,218 | -3.7% | 0.99% | -0.3% |
| Q2 2022 | $2,771,000 | -12.5% | 69,827 | +4.0% | 0.99% | -2.2% |
| Q1 2022 | $3,168,000 | -4.7% | 67,171 | +0.5% | 1.01% | -2.7% |
| Q4 2021 | $3,325,000 | +7.2% | 66,853 | -0.5% | 1.04% | +0.3% |
| Q3 2021 | $3,101,000 | -7.0% | 67,177 | -4.9% | 1.04% | -3.1% |
| Q2 2021 | $3,334,000 | +71.8% | 70,629 | +66.5% | 1.07% | +57.2% |
| Q1 2021 | $1,941,000 | +17.3% | 42,413 | +3.5% | 0.68% | +7.6% |
| Q4 2020 | $1,655,000 | +7.7% | 40,964 | -13.0% | 0.63% | +0.5% |
| Q3 2020 | $1,537,000 | -9.1% | 47,091 | -12.9% | 0.63% | -20.0% |
| Q2 2020 | $1,690,000 | – | 54,087 | – | 0.79% | – |
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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% |