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 2022 | $225,000 | -2.6% | 5,830 | +0.2% | 0.28% | +9.7% |
| Q2 2022 | $231,000 | -15.7% | 5,818 | +0.2% | 0.26% | -2.3% |
| Q1 2022 | $274,000 | -36.9% | 5,806 | -33.4% | 0.26% | -31.6% |
| Q4 2021 | $434,000 | +62.5% | 8,722 | +50.6% | 0.39% | +46.2% |
| Q3 2021 | $267,000 | -2.2% | 5,793 | +0.2% | 0.26% | -1.1% |
| Q2 2021 | $273,000 | +3.4% | 5,781 | +0.1% | 0.27% | +6.0% |
| Q1 2021 | $264,000 | +12.8% | 5,773 | -0.5% | 0.25% | -4.5% |
| Q4 2020 | $234,000 | -45.1% | 5,801 | -55.7% | 0.26% | -3.3% |
| Q3 2020 | $426,000 | +107.8% | 13,086 | +99.4% | 0.27% | -5.5% |
| Q2 2020 | $205,000 | – | 6,564 | – | 0.29% | – |
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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% |