SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 388 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $155,926 | -4.1% | 3,067 | 0.0% | 0.12% | -5.4% |
| Q1 2024 | $162,612 | -11.3% | 3,067 | -18.5% | 0.13% | -14.6% |
| Q4 2023 | $183,236 | -44.4% | 3,761 | -50.0% | 0.15% | -45.7% |
| Q3 2023 | $329,651 | -7.1% | 7,528 | -2.6% | 0.28% | -2.1% |
| Q2 2023 | $354,821 | +2.2% | 7,732 | -2.2% | 0.28% | -1.7% |
| Q1 2023 | $347,214 | +3.8% | 7,902 | +0.4% | 0.29% | +1.0% |
| Q4 2022 | $334,560 | +34.9% | 7,872 | +22.3% | 0.29% | +26.5% |
| Q3 2022 | $248,000 | +56.0% | 6,437 | +59.7% | 0.23% | +65.0% |
| Q2 2022 | $159,000 | -37.4% | 4,030 | -24.9% | 0.14% | -33.8% |
| Q1 2022 | $254,000 | +149.0% | 5,365 | +160.7% | 0.21% | +149.4% |
| Q4 2021 | $102,000 | – | 2,058 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |