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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,805,901 | +11.0% | 365,474 | -0.2% | 2.47% | +14.3% |
| Q3 2023 | $16,036,144 | -1.3% | 366,206 | +3.5% | 2.16% | -7.4% |
| Q2 2023 | $16,239,669 | +16.0% | 353,883 | +11.1% | 2.33% | +5.6% |
| Q1 2023 | $14,002,169 | +12.5% | 318,666 | +8.8% | 2.21% | +0.8% |
| Q4 2022 | $12,448,458 | +61.4% | 292,905 | +46.5% | 2.19% | +13.2% |
| Q3 2022 | $7,712,000 | +12.9% | 199,988 | +16.2% | 1.93% | +0.5% |
| Q2 2022 | $6,830,000 | +29.3% | 172,089 | +53.6% | 1.92% | +46.2% |
| Q1 2022 | $5,284,000 | +3.8% | 112,041 | +9.4% | 1.32% | -0.7% |
| Q4 2021 | $5,092,000 | +14.2% | 102,382 | +6.0% | 1.33% | -9.0% |
| Q3 2021 | $4,458,000 | -10.4% | 96,566 | -8.3% | 1.46% | -7.3% |
| Q2 2021 | $4,974,000 | +8.0% | 105,357 | +4.7% | 1.57% | -5.1% |
| Q1 2021 | $4,605,000 | +9.9% | 100,640 | -2.9% | 1.66% | -1.2% |
| Q4 2020 | $4,189,000 | – | 103,689 | – | 1.68% | – |
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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% |