SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $30,136,000 | -1.7% | 688,199 | +3.0% | 4.45% | +24.9% |
Q2 2023 | $30,662,000 | +10.1% | 668,168 | +5.4% | 3.56% | +2.5% |
Q1 2023 | $27,855,000 | +15.8% | 633,922 | +12.0% | 3.47% | +0.4% |
Q4 2022 | $24,048,000 | -31.0% | 565,835 | -37.4% | 3.46% | -41.6% |
Q3 2022 | $34,827,000 | +66.9% | 903,191 | +71.8% | 5.92% | +55.6% |
Q2 2022 | $20,866,000 | -12.7% | 525,730 | +3.7% | 3.81% | -1.1% |
Q1 2022 | $23,911,000 | -3.7% | 507,009 | +1.6% | 3.85% | +0.6% |
Q4 2021 | $24,818,000 | +8.6% | 498,962 | +0.8% | 3.82% | +2.7% |
Q3 2021 | $22,859,000 | -2.8% | 495,212 | -0.6% | 3.72% | +6.7% |
Q2 2021 | $23,526,000 | +78.3% | 498,327 | +72.8% | 3.49% | +55.4% |
Q1 2021 | $13,196,000 | – | 288,389 | – | 2.25% | – |
Download |
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% |