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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,661 | -4.6% | 11,045 | 0.0% | 0.10% | -7.1% |
| Q2 2023 | $506,855 | +0.4% | 11,045 | -3.9% | 0.11% | -10.3% |
| Q1 2023 | $505,002 | +2.5% | 11,493 | -0.8% | 0.13% | -10.6% |
| Q4 2022 | $492,490 | +10.2% | 11,588 | 0.0% | 0.14% | -4.7% |
| Q3 2022 | $447,000 | -4.9% | 11,588 | -2.1% | 0.15% | -7.5% |
| Q2 2022 | $470,000 | -15.8% | 11,833 | 0.0% | 0.16% | -8.6% |
| Q1 2022 | $558,000 | -8.1% | 11,833 | -3.1% | 0.18% | -12.1% |
| Q4 2021 | $607,000 | +7.6% | 12,210 | 0.0% | 0.20% | -7.0% |
| Q3 2021 | $564,000 | -2.6% | 12,210 | -0.4% | 0.21% | -13.4% |
| Q2 2021 | $579,000 | +3.2% | 12,264 | 0.0% | 0.25% | -9.9% |
| Q1 2021 | $561,000 | +4.9% | 12,264 | -7.4% | 0.27% | -8.7% |
| Q4 2020 | $535,000 | – | 13,238 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |