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 | $210,104 | -4.6% | 4,798 | 0.0% | 0.27% | +8.1% |
| Q2 2023 | $220,180 | +4.4% | 4,798 | 0.0% | 0.25% | +17.1% |
| Q1 2023 | $210,825 | +3.4% | 4,798 | 0.0% | 0.21% | -13.9% |
| Q4 2022 | $203,916 | -34.2% | 4,798 | -40.4% | 0.24% | -47.5% |
| Q3 2022 | $310,000 | -3.1% | 8,051 | 0.0% | 0.46% | +12.0% |
| Q2 2022 | $320,000 | -15.8% | 8,051 | 0.0% | 0.42% | +29.7% |
| Q1 2022 | $380,000 | -5.0% | 8,051 | 0.0% | 0.32% | -1.5% |
| Q4 2021 | $400,000 | – | 8,051 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |