SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,484,269 | +57.3% | 79,567 | +64.8% | 2.14% | +64.1% |
| Q2 2023 | $2,215,141 | +9.5% | 48,271 | +4.8% | 1.30% | +1.9% |
| Q1 2023 | $2,023,128 | +12.2% | 46,043 | +8.6% | 1.28% | +4.8% |
| Q4 2022 | $1,802,576 | +29.0% | 42,414 | +17.1% | 1.22% | +21.8% |
| Q3 2022 | $1,397,000 | +8.5% | 36,223 | +11.7% | 1.00% | +12.1% |
| Q2 2022 | $1,287,000 | +4.9% | 32,429 | +24.6% | 0.89% | +22.5% |
| Q1 2022 | $1,227,000 | +30.7% | 26,023 | +37.8% | 0.73% | +25.7% |
| Q4 2021 | $939,000 | – | 18,887 | – | 0.58% | – |
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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% |