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 | $12,067 | -6.6% | 275,557 | -2.1% | 0.02% | -3.8% |
| Q2 2023 | $12,918 | +15.8% | 281,494 | +10.9% | 0.03% | +13.0% |
| Q1 2023 | $11,152 | +2.4% | 253,810 | -1.0% | 0.02% | -11.5% |
| Q4 2022 | $10,895 | -99.9% | 256,367 | -2.8% | 0.03% | 0.0% |
| Q3 2022 | $10,170,000 | +2.3% | 263,754 | +5.3% | 0.03% | 0.0% |
| Q2 2022 | $9,943,000 | -13.6% | 250,523 | +2.7% | 0.03% | 0.0% |
| Q1 2022 | $11,507,000 | +19.5% | 244,013 | +26.1% | 0.03% | +18.2% |
| Q4 2021 | $9,628,000 | +13.0% | 193,581 | +4.9% | 0.02% | +4.8% |
| Q3 2021 | $8,522,000 | +297.9% | 184,621 | +306.8% | 0.02% | +320.0% |
| Q2 2021 | $2,142,000 | +14.9% | 45,387 | +11.4% | 0.01% | 0.0% |
| Q1 2021 | $1,864,000 | +13.2% | 40,741 | -0.1% | 0.01% | 0.0% |
| Q4 2020 | $1,647,000 | +44.0% | 40,775 | +16.3% | 0.01% | +25.0% |
| Q3 2020 | $1,144,000 | +13.4% | 35,073 | +8.5% | 0.00% | 0.0% |
| Q2 2020 | $1,009,000 | +60.4% | 32,319 | +30.1% | 0.00% | +33.3% |
| Q1 2020 | $629,000 | -23.6% | 24,843 | +9.3% | 0.00% | 0.0% |
| Q4 2019 | $823,000 | -39.3% | 22,737 | -43.2% | 0.00% | -50.0% |
| Q3 2019 | $1,355,000 | -8.2% | 40,003 | -7.7% | 0.01% | -14.3% |
| Q2 2019 | $1,476,000 | +3.9% | 43,345 | +1.6% | 0.01% | 0.0% |
| Q1 2019 | $1,421,000 | +17.8% | 42,644 | +4.0% | 0.01% | +16.7% |
| Q4 2018 | $1,206,000 | +184.4% | 41,017 | +249.3% | 0.01% | +200.0% |
| Q3 2018 | $424,000 | +66.9% | 11,744 | +54.5% | 0.00% | +100.0% |
| Q4 2017 | $254,000 | – | 7,600 | – | 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% |