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 | $688,998 | -5.5% | 15,734 | -1.0% | 0.38% | +0.3% |
| Q2 2023 | $729,176 | +4.2% | 15,889 | -0.3% | 0.38% | +0.5% |
| Q1 2023 | $700,080 | -9.9% | 15,933 | -12.9% | 0.38% | -16.9% |
| Q4 2022 | $777,255 | +10.6% | 18,288 | -0.2% | 0.46% | -0.2% |
| Q3 2022 | $703,000 | -8.9% | 18,326 | -5.3% | 0.46% | -5.2% |
| Q2 2022 | $772,000 | -18.7% | 19,360 | -3.9% | 0.48% | -22.3% |
| Q1 2022 | $950,000 | +0.6% | 20,148 | +0.3% | 0.62% | -9.4% |
| Q4 2021 | $944,000 | +0.1% | 20,096 | -1.6% | 0.68% | +4.0% |
| Q3 2021 | $943,000 | +1.7% | 20,424 | +4.0% | 0.66% | +0.3% |
| Q2 2021 | $927,000 | -3.0% | 19,641 | -6.0% | 0.66% | -15.7% |
| Q1 2021 | $956,000 | +3.2% | 20,890 | -8.9% | 0.78% | +5.9% |
| Q4 2020 | $926,000 | – | 22,930 | – | 0.74% | – |
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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% |