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 2022 | $277,677 | -8.1% | 7,201 | -5.4% | 0.01% | 0.0% |
| Q2 2022 | $302,266 | -19.6% | 7,616 | -4.5% | 0.01% | -7.7% |
| Q1 2022 | $376,119 | -4.3% | 7,975 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $392,906 | +14.4% | 7,899 | +6.2% | 0.01% | 0.0% |
| Q3 2021 | $343,461 | +4.9% | 7,441 | +7.3% | 0.01% | 0.0% |
| Q2 2021 | $327,509 | +5.3% | 6,937 | +2.0% | 0.01% | -7.1% |
| Q1 2021 | $311,163 | +17.4% | 6,800 | +3.7% | 0.01% | 0.0% |
| Q4 2020 | $264,938 | +53.9% | 6,558 | +24.3% | 0.01% | +40.0% |
| Q3 2020 | $172,123 | -8.8% | 5,275 | -12.6% | 0.01% | -16.7% |
| Q2 2020 | $188,656 | +53.9% | 6,037 | +24.7% | 0.01% | +20.0% |
| Q1 2020 | $122,597 | -28.0% | 4,840 | +3.0% | 0.01% | -16.7% |
| Q4 2019 | $170,281 | +22.3% | 4,700 | +14.4% | 0.01% | +9.1% |
| Q3 2019 | $139,288 | +788.8% | 4,110 | +793.5% | 0.01% | +1000.0% |
| Q2 2019 | $15,672 | +2.2% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,332 | – | 460 | – | 0.00% | – |
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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% |