SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,543,866 | +5.8% | 195,110 | +10.8% | 0.72% | +4.8% |
| Q2 2023 | $8,078,800 | +19.7% | 176,047 | +14.6% | 0.69% | +9.7% |
| Q1 2023 | $6,748,402 | +4.1% | 153,582 | +0.7% | 0.63% | -5.1% |
| Q4 2022 | $6,480,890 | -42.0% | 152,491 | -47.4% | 0.66% | +3.6% |
| Q3 2022 | $11,165,000 | +23.3% | 289,703 | +27.1% | 0.64% | +22.9% |
| Q2 2022 | $9,055,000 | -11.3% | 227,922 | +5.3% | 0.52% | +5.1% |
| Q1 2022 | $10,208,000 | +108.5% | 216,462 | +119.8% | 0.50% | +2.5% |
| Q4 2021 | $4,897,000 | +32.8% | 98,476 | +25.8% | 0.48% | +27.4% |
| Q2 2021 | $3,687,000 | +92.9% | 78,289 | +87.5% | 0.38% | +47.5% |
| Q1 2021 | $1,911,000 | +115.7% | 41,752 | +90.4% | 0.26% | +97.7% |
| Q4 2020 | $886,000 | +81.9% | 21,925 | +46.9% | 0.13% | +62.5% |
| Q3 2020 | $487,000 | – | 14,923 | – | 0.08% | – |
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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% |