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 | $2 | 0.0% | 39 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $2 | 0.0% | 40 | +2.6% | 0.00% | 0.0% |
| Q1 2023 | $2 | -50.0% | 39 | -48.7% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.8% | 76 | +46.2% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 52 | -20.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -76.9% | 65 | -76.0% | 0.00% | -77.8% |
| Q1 2022 | $13,000 | 0.0% | 271 | +3.8% | 0.01% | -50.0% |
| Q4 2021 | $13,000 | – | 261 | – | 0.02% | – |
Download | ||||||
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% |