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 | $455 | +2.9% | 10,397 | +8.0% | 0.07% | +30.4% |
| Q2 2023 | $442 | +5.0% | 9,627 | +0.6% | 0.06% | -27.3% |
| Q1 2023 | $421 | -27.3% | 9,571 | -29.7% | 0.08% | -41.2% |
| Q4 2022 | $579 | -99.9% | 13,620 | -97.7% | 0.13% | -4.4% |
| Q3 2022 | $596,000 | -4.9% | 595,971 | +3674.4% | 0.14% | +42.7% |
| Q2 2022 | $627,000 | +1429.3% | 15,790 | -98.5% | 0.10% | -46.1% |
| Q1 2022 | $41,000 | -96.6% | 1,047,559 | +3936.5% | 0.18% | +10.6% |
| Q4 2021 | $1,198,000 | -8.9% | 25,952 | -8.9% | 0.16% | -10.6% |
| Q3 2021 | $1,315,000 | -9.1% | 28,490 | -20.4% | 0.18% | -21.7% |
| Q4 2020 | $1,446,000 | – | 35,801 | – | 0.23% | – |
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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% |