SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,598 | +26.8% | 105 | +32.9% | 0.00% | 0.0% |
| Q2 2023 | $3,625 | -7.3% | 79 | -11.2% | 0.00% | 0.0% |
| Q1 2023 | $3,911 | +97675.0% | 89 | -3.3% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.6% | 92 | +300.0% | 0.00% | +100.0% |
| Q3 2022 | $1,000 | -75.0% | 23 | -75.3% | 0.00% | -50.0% |
| Q2 2022 | $4,000 | -20.0% | 93 | -17.0% | 0.00% | -33.3% |
| Q1 2022 | $5,000 | -28.6% | 112 | -17.6% | 0.00% | -25.0% |
| Q4 2021 | $7,000 | 0.0% | 136 | -9.9% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | -12.5% | 151 | -5.6% | 0.00% | -20.0% |
| Q2 2021 | $8,000 | 0.0% | 160 | -13.5% | 0.01% | -16.7% |
| Q1 2021 | $8,000 | -60.0% | 185 | -63.4% | 0.01% | -62.5% |
| Q4 2020 | $20,000 | – | 505 | – | 0.02% | – |
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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% |