SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,290 | -4.6% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,071 | +4.4% | 372 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $16,346 | +3.4% | 372 | 0.0% | 0.01% | +50.0% |
| Q4 2022 | $15,810 | +10.2% | 372 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $14,344 | -2.9% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,765 | -15.8% | 372 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,544 | -5.2% | 372 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $18,503 | +7.8% | 372 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $17,172 | -2.2% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $17,562 | +3.2% | 372 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $17,023 | +13.3% | 372 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $15,029 | +23.8% | 372 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,138 | +4.4% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,625 | +23.4% | 372 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,423 | -30.1% | 372 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $13,478 | +6.9% | 372 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $12,607 | -0.5% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,674 | +2.2% | 372 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,399 | +13.3% | 372 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,944 | -18.6% | 372 | 0.0% | 0.01% | -22.2% |
| Q3 2018 | $13,448 | – | 372 | – | 0.01% | – |
Download | ||||||
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% |