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 | $870,579 | +7.5% | 19,881 | +12.7% | 0.44% | +9.9% |
Q2 2023 | $809,562 | +3.7% | 17,642 | -0.7% | 0.40% | +4.7% |
Q1 2023 | $780,425 | +41.4% | 17,761 | +36.7% | 0.39% | +34.5% |
Q4 2022 | $552,073 | +10.2% | 12,990 | -0.0% | 0.29% | -2.0% |
Q3 2022 | $501,000 | -21.4% | 12,991 | -19.0% | 0.29% | -19.3% |
Q2 2022 | $637,000 | -43.5% | 16,033 | -33.0% | 0.36% | -40.7% |
Q1 2022 | $1,128,000 | +6.9% | 23,929 | +12.8% | 0.61% | -43.4% |
Q4 2021 | $1,055,000 | – | 21,220 | – | 1.08% | – |
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% |