SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $597,202 | -5.0% | 13,637 | -0.5% | 0.01% | -20.0% |
Q2 2023 | $628,766 | +7.5% | 13,701 | +2.9% | 0.02% | +7.1% |
Q1 2023 | $584,853 | -1.2% | 13,310 | -4.5% | 0.01% | -6.7% |
Q4 2022 | $592,025 | +3.0% | 13,930 | -6.6% | 0.02% | -6.2% |
Q3 2022 | $575,000 | +7.5% | 14,922 | +10.7% | 0.02% | +14.3% |
Q2 2022 | $535,000 | -48.4% | 13,479 | -38.7% | 0.01% | -39.1% |
Q1 2022 | $1,037,000 | -71.6% | 21,998 | -70.0% | 0.02% | -68.5% |
Q4 2021 | $3,653,000 | – | 73,444 | – | 0.07% | – |
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% |