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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,550,770 | +115976.4% | 224,724 | +5.3% | 7.32% | +3.4% |
| Q3 2022 | $8,228 | -99.9% | 213,391 | +3.7% | 7.08% | +6.5% |
| Q2 2022 | $8,168,076 | -4.8% | 205,797 | +13.1% | 6.65% | +7.7% |
| Q1 2022 | $8,579,000 | +4.3% | 181,910 | +10.0% | 6.18% | +6.2% |
| Q4 2021 | $8,227,000 | +16.3% | 165,406 | +8.0% | 5.82% | +11.5% |
| Q3 2021 | $7,071,000 | +7.6% | 153,181 | +10.0% | 5.22% | +2.3% |
| Q2 2021 | $6,572,000 | – | 139,199 | – | 5.10% | – |
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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% |