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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,792,800 | -3.8% | 63,777 | +0.8% | 1.11% | +2.4% |
| Q2 2023 | $2,903,280 | +9.0% | 63,266 | +4.3% | 1.08% | -0.7% |
| Q1 2023 | $2,664,472 | -1.3% | 60,639 | -4.5% | 1.09% | -7.5% |
| Q4 2022 | $2,699,312 | +10.8% | 63,513 | +0.5% | 1.18% | +6.6% |
| Q3 2022 | $2,436,000 | -10.8% | 63,171 | -8.2% | 1.11% | -6.8% |
| Q2 2022 | $2,730,000 | -38.7% | 68,782 | -27.1% | 1.19% | -26.7% |
| Q1 2022 | $4,452,000 | -5.7% | 94,393 | -0.6% | 1.62% | -4.3% |
| Q4 2021 | $4,722,000 | +14.2% | 94,940 | +6.0% | 1.69% | +2.0% |
| Q3 2021 | $4,134,000 | +2.5% | 89,553 | +4.8% | 1.66% | -0.6% |
| Q2 2021 | $4,032,000 | +13.0% | 85,411 | +9.5% | 1.67% | -0.1% |
| Q1 2021 | $3,568,000 | +22.2% | 77,966 | +7.9% | 1.67% | +9.8% |
| Q4 2020 | $2,919,000 | +26.2% | 72,250 | +1.9% | 1.52% | +1.5% |
| Q3 2020 | $2,313,000 | +14.0% | 70,871 | +9.2% | 1.50% | -0.8% |
| Q2 2020 | $2,029,000 | +101.3% | 64,917 | +63.1% | 1.51% | +64.1% |
| Q1 2020 | $1,008,000 | +106.1% | 39,813 | +194.9% | 0.92% | +139.8% |
| Q4 2019 | $489,000 | – | 13,502 | – | 0.38% | – |
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% |