SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $222,000 | -24.7% | 5,596 | -10.5% | 0.13% | -10.6% |
| Q1 2022 | $295,000 | -5.1% | 6,251 | +0.1% | 0.14% | -2.1% |
| Q4 2021 | $311,000 | +2.6% | 6,247 | -4.9% | 0.14% | -8.3% |
| Q3 2021 | $303,000 | -6.2% | 6,568 | -4.1% | 0.16% | -9.8% |
| Q2 2021 | $323,000 | 0.0% | 6,850 | -3.0% | 0.17% | -5.9% |
| Q1 2021 | $323,000 | -32.7% | 7,063 | -40.6% | 0.18% | -40.7% |
| Q4 2020 | $480,000 | +24.7% | 11,888 | +0.7% | 0.31% | -6.9% |
| Q3 2020 | $385,000 | -1.8% | 11,806 | -6.1% | 0.34% | -21.5% |
| Q2 2020 | $392,000 | +4.8% | 12,575 | -15.0% | 0.43% | -10.3% |
| Q1 2020 | $374,000 | -42.5% | 14,800 | -17.6% | 0.48% | -14.5% |
| Q4 2019 | $650,000 | – | 17,962 | – | 0.56% | – |
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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% |