SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,385,504 | -1.8% | 54,476 | +2.9% | 1.58% | +2.2% |
| Q2 2023 | $2,429,738 | +66.0% | 52,947 | +59.0% | 1.54% | +61.2% |
| Q1 2023 | $1,463,554 | +1.4% | 33,308 | -1.9% | 0.96% | -2.5% |
| Q4 2022 | $1,443,215 | +10.0% | 33,958 | -0.2% | 0.98% | -3.1% |
| Q3 2022 | $1,312,000 | -4.3% | 34,020 | -1.5% | 1.01% | +1.8% |
| Q2 2022 | $1,371,000 | -15.8% | 34,532 | +0.0% | 1.00% | -4.2% |
| Q1 2022 | $1,628,000 | -5.3% | 34,515 | -0.1% | 1.04% | -8.2% |
| Q4 2021 | $1,719,000 | +8.5% | 34,557 | +0.7% | 1.13% | -0.6% |
| Q3 2021 | $1,584,000 | -2.0% | 34,310 | +0.2% | 1.14% | -4.5% |
| Q2 2021 | $1,616,000 | +2.9% | 34,232 | -0.3% | 1.19% | -16.4% |
| Q1 2021 | $1,571,000 | – | 34,323 | – | 1.43% | – |
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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% |