SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,615,300 | -6.4% | 36,887 | -1.9% | 0.37% | -5.6% |
| Q2 2023 | $1,725,596 | +2.0% | 37,603 | -2.3% | 0.39% | -3.7% |
| Q1 2023 | $1,691,352 | -1.6% | 38,492 | -4.8% | 0.40% | -7.1% |
| Q4 2022 | $1,718,458 | +6.4% | 40,434 | -3.4% | 0.44% | +5.6% |
| Q3 2022 | $1,615,000 | -2.5% | 41,876 | +0.3% | 0.41% | -1.4% |
| Q2 2022 | $1,657,000 | -14.9% | 41,745 | +1.2% | 0.42% | -7.1% |
| Q1 2022 | $1,946,000 | -1.5% | 41,270 | +3.9% | 0.45% | +1.8% |
| Q4 2021 | $1,976,000 | +12.4% | 39,719 | +4.3% | 0.44% | +3.0% |
| Q3 2021 | $1,758,000 | +6.4% | 38,086 | +8.8% | 0.43% | +2.9% |
| Q2 2021 | $1,653,000 | +1.1% | 35,011 | -2.0% | 0.42% | -9.1% |
| Q1 2021 | $1,635,000 | +1.2% | 35,736 | -10.6% | 0.46% | -8.9% |
| Q4 2020 | $1,615,000 | +8.1% | 39,967 | -12.7% | 0.50% | -3.8% |
| Q3 2020 | $1,494,000 | +2.2% | 45,791 | -2.2% | 0.52% | -5.7% |
| Q2 2020 | $1,462,000 | +12.5% | 46,799 | -2.0% | 0.56% | +0.4% |
| Q1 2020 | $1,300,000 | -21.7% | 47,762 | +5.7% | 0.56% | -21.8% |
| Q4 2019 | $1,660,000 | – | 45,187 | – | 0.71% | – |
Download | ||||||
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% |