SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $155 | -4.9% | 3,572 | +0.4% | 0.14% | 0.0% |
| Q2 2023 | $163 | -6.9% | 3,558 | -11.7% | 0.14% | -15.1% |
| Q1 2023 | $175 | +2.9% | 4,031 | +0.3% | 0.16% | -1.9% |
| Q4 2022 | $170 | -99.9% | 4,019 | -2.7% | 0.16% | +2.5% |
| Q3 2022 | $159,000 | -33.8% | 4,129 | -19.1% | 0.16% | -9.2% |
| Q1 2022 | $240,000 | -5.5% | 5,102 | +0.2% | 0.17% | +0.6% |
| Q4 2021 | $254,000 | +8.5% | 5,091 | +0.3% | 0.17% | -4.9% |
| Q3 2021 | $234,000 | -1.3% | 5,077 | +0.5% | 0.18% | -5.2% |
| Q2 2021 | $237,000 | +16.2% | 5,051 | +13.0% | 0.19% | +5.5% |
| Q1 2021 | $204,000 | +7.9% | 4,471 | -4.4% | 0.18% | 0.0% |
| Q4 2020 | $189,000 | – | 4,678 | – | 0.18% | – |
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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% |