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 | $325,223 | -46.2% | 7,602 | -41.4% | 0.13% | -42.3% |
| Q2 2023 | $605,004 | +9.8% | 12,969 | +2.7% | 0.22% | +1.8% |
| Q1 2023 | $550,838 | +4.2% | 12,631 | +7.8% | 0.22% | -21.6% |
| Q4 2022 | $528,509 | -2.5% | 11,716 | -7.6% | 0.28% | -8.6% |
| Q3 2022 | $542,000 | -6.7% | 12,675 | -4.7% | 0.30% | -1.0% |
| Q2 2022 | $581,000 | -0.3% | 13,307 | +0.5% | 0.31% | -5.5% |
| Q1 2022 | $583,000 | -5.5% | 13,238 | +0.4% | 0.32% | -43.9% |
| Q4 2021 | $617,000 | -7.5% | 13,182 | +0.6% | 0.58% | -5.2% |
| Q3 2021 | $667,000 | -5.4% | 13,106 | -13.4% | 0.61% | +296.8% |
| Q2 2021 | $705,000 | -5.5% | 15,131 | -1.7% | 0.15% | -30.3% |
| Q1 2021 | $746,000 | +66.1% | 15,392 | +42.3% | 0.22% | +61.3% |
| Q4 2020 | $449,000 | +8.5% | 10,818 | -9.6% | 0.14% | -18.9% |
| Q3 2020 | $414,000 | – | 11,971 | – | 0.17% | – |
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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% |