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 | $797,501 | -20.9% | 18,212 | -17.1% | 0.03% | -63.0% |
| Q2 2023 | $1,007,862 | +106.4% | 21,963 | +97.7% | 0.07% | +97.3% |
| Q1 2023 | $488,217 | +19.0% | 11,111 | +15.1% | 0.04% | +8.8% |
| Q4 2022 | $410,380 | -27.5% | 9,656 | -34.2% | 0.03% | -37.0% |
| Q3 2022 | $566,000 | +7.6% | 14,676 | +10.7% | 0.05% | +12.5% |
| Q2 2022 | $526,000 | +55.2% | 13,258 | +84.5% | 0.05% | +84.6% |
| Q1 2022 | $339,000 | -5.0% | 7,186 | -0.0% | 0.03% | 0.0% |
| Q4 2021 | $357,000 | – | 7,187 | – | 0.03% | – |
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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% |