SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,955,020 | +8.4% | 42,602 | +3.8% | 0.52% | +8.6% |
| Q1 2023 | $1,803,179 | +7.1% | 41,037 | +3.6% | 0.48% | +6.0% |
| Q4 2022 | $1,684,075 | +12.0% | 39,625 | +1.6% | 0.45% | +8.7% |
| Q3 2022 | $1,504,000 | +8.9% | 39,001 | +12.1% | 0.42% | +22.4% |
| Q2 2022 | $1,381,000 | -12.3% | 34,800 | +4.3% | 0.34% | +4.0% |
| Q1 2022 | $1,574,000 | +34.9% | 33,372 | +32.0% | 0.33% | +26.3% |
| Q3 2021 | $1,167,000 | -20.4% | 25,280 | -18.6% | 0.26% | -25.6% |
| Q2 2021 | $1,466,000 | +146500.0% | 31,051 | +0.4% | 0.35% | +34700.0% |
| Q1 2021 | $1,000 | -99.9% | 30,923 | -3.2% | 0.00% | -99.7% |
| Q4 2020 | $1,289,000 | +23.6% | 31,929 | -0.2% | 0.35% | +26.4% |
| Q3 2020 | $1,043,000 | +4.7% | 31,978 | +0.3% | 0.28% | 0.0% |
| Q2 2020 | $996,000 | +19.6% | 31,887 | -3.3% | 0.28% | -2.1% |
| Q1 2020 | $833,000 | +4.5% | 32,987 | +49.9% | 0.28% | +34.8% |
| Q4 2019 | $797,000 | – | 22,004 | – | 0.21% | – |
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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% |