SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $492,243 | +136634.2% | 11,241 | +43.3% | 0.27% | +45.4% |
| Q2 2023 | $360 | -14.7% | 7,843 | -18.4% | 0.18% | -23.6% |
| Q1 2023 | $422 | 0.0% | 9,606 | -3.3% | 0.24% | -21.7% |
| Q4 2022 | $422 | -99.9% | 9,930 | +26.6% | 0.31% | +29.8% |
| Q3 2022 | $302,000 | -11.7% | 7,843 | 0.0% | 0.24% | +3.0% |
| Q2 2022 | $342,000 | -8.8% | 7,843 | -1.4% | 0.23% | -8.0% |
| Q1 2022 | $375,000 | -5.1% | 7,958 | 0.0% | 0.25% | -6.3% |
| Q4 2021 | $395,000 | +7.6% | 7,958 | 0.0% | 0.27% | -3.9% |
| Q3 2021 | $367,000 | -2.4% | 7,958 | 0.0% | 0.28% | -17.5% |
| Q2 2021 | $376,000 | +3.3% | 7,958 | 0.0% | 0.34% | +0.9% |
| Q1 2021 | $364,000 | – | 7,958 | – | 0.34% | – |
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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% |