SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $792,511 | +120.5% | 18,098 | +131.1% | 0.17% | +123.4% |
| Q2 2023 | $359,410 | +4.4% | 7,832 | 0.0% | 0.08% | +4.1% |
| Q1 2023 | $344,138 | +1.9% | 7,832 | -1.4% | 0.07% | -5.1% |
| Q4 2022 | $337,620 | +48.1% | 7,944 | +64.4% | 0.08% | +59.2% |
| Q1 2022 | $228,000 | -5.0% | 4,832 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $240,000 | +7.6% | 4,832 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $223,000 | -2.2% | 4,832 | 0.0% | 0.05% | -7.3% |
| Q2 2021 | $228,000 | +4.6% | 4,832 | +1.6% | 0.06% | -6.8% |
| Q1 2021 | $218,000 | – | 4,756 | – | 0.06% | – |
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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% |