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 | $1,044,394 | +15.2% | 20,359 | +19.8% | 0.82% | +11.2% |
| Q1 2024 | $906,231 | +45.1% | 16,990 | +32.6% | 0.74% | +26.5% |
| Q4 2023 | $624,346 | +40.1% | 12,815 | +25.9% | 0.58% | +25.2% |
| Q3 2023 | $445,698 | +18.4% | 10,178 | +24.0% | 0.46% | +38.1% |
| Q2 2023 | $376,540 | +41.7% | 8,205 | +35.7% | 0.34% | +32.8% |
| Q1 2023 | $265,736 | +9.1% | 6,048 | +5.5% | 0.25% | +8.1% |
| Q4 2022 | $243,599 | +8.7% | 5,732 | +1.4% | 0.23% | +3.5% |
| Q3 2022 | $224,000 | +0.9% | 5,652 | +1.9% | 0.23% | +6.6% |
| Q2 2022 | $222,000 | -10.1% | 5,546 | +5.9% | 0.21% | +1.4% |
| Q1 2022 | $247,000 | -5.0% | 5,236 | +0.0% | 0.21% | 0.0% |
| Q4 2021 | $260,000 | – | 5,235 | – | 0.21% | – |
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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% |