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 | $29,339 | -4.6% | 670 | 0.0% | 0.02% | -5.6% |
Q2 2023 | $30,746 | -19.6% | 670 | -23.0% | 0.02% | -18.2% |
Q1 2023 | $38,228 | +103218.9% | 870 | 0.0% | 0.02% | -4.3% |
Q4 2022 | $37 | -99.9% | 870 | +13.0% | 0.02% | -4.2% |
Q3 2022 | $30,000 | -3.2% | 770 | 0.0% | 0.02% | +20.0% |
Q2 2022 | $31,000 | +14.8% | 770 | +35.1% | 0.02% | +17.6% |
Q1 2022 | $27,000 | -3.6% | 570 | 0.0% | 0.02% | +6.2% |
Q4 2021 | $28,000 | +7.7% | 570 | 0.0% | 0.02% | -5.9% |
Q3 2021 | $26,000 | -3.7% | 570 | 0.0% | 0.02% | -5.6% |
Q2 2021 | $27,000 | +3.8% | 570 | 0.0% | 0.02% | -5.3% |
Q1 2021 | $26,000 | +13.0% | 570 | 0.0% | 0.02% | +5.6% |
Q4 2020 | $23,000 | +21.1% | 570 | 0.0% | 0.02% | +5.9% |
Q3 2020 | $19,000 | +5.6% | 570 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $18,000 | +28.6% | 570 | 0.0% | 0.02% | +6.2% |
Q1 2020 | $14,000 | -57.6% | 570 | -37.4% | 0.02% | -48.4% |
Q4 2019 | $33,000 | – | 910 | – | 0.03% | – |
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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% |