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 | $12,837,214 | +46914.2% | 293,154 | +49169.6% | 0.06% | – |
| Q2 2023 | $27,305 | +16.8% | 595 | +11.8% | 0.00% | – |
| Q1 2023 | $23,376 | +3.4% | 532 | 0.0% | 0.00% | – |
| Q4 2022 | $22,610 | +7.7% | 532 | 0.0% | 0.00% | – |
| Q3 2022 | $21,000 | -16.0% | 532 | -16.0% | 0.00% | – |
| Q2 2022 | $25,000 | -16.7% | 633 | 0.0% | 0.00% | – |
| Q1 2022 | $30,000 | -3.2% | 633 | 0.0% | 0.00% | – |
| Q4 2021 | $31,000 | -11.4% | 633 | -15.4% | 0.00% | – |
| Q3 2021 | $35,000 | -12.5% | 748 | -12.2% | 0.00% | – |
| Q2 2021 | $40,000 | +17.6% | 852 | +13.9% | 0.00% | – |
| Q1 2021 | $34,000 | +13.3% | 748 | 0.0% | 0.00% | – |
| Q4 2020 | $30,000 | +25.0% | 748 | 0.0% | 0.00% | – |
| Q3 2020 | $24,000 | +242.9% | 748 | +246.3% | 0.00% | – |
| Q2 2020 | $7,000 | +40.0% | 216 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -37.5% | 216 | 0.0% | 0.00% | – |
| Q4 2019 | $8,000 | -69.2% | 216 | -72.0% | 0.00% | – |
| Q3 2019 | $26,000 | 0.0% | 772 | 0.0% | 0.00% | – |
| Q2 2019 | $26,000 | 0.0% | 772 | 0.0% | 0.00% | – |
| Q1 2019 | $26,000 | +13.0% | 772 | 0.0% | 0.00% | – |
| Q4 2018 | $23,000 | -32.4% | 772 | -18.4% | 0.00% | – |
| Q3 2018 | $34,000 | -20.9% | 946 | -22.8% | 0.00% | – |
| Q2 2018 | $43,000 | +1333.3% | 1,226 | +1113.9% | 0.00% | – |
| Q1 2018 | $3,000 | +50.0% | 101 | +236.7% | 0.00% | – |
| Q3 2014 | $2,000 | – | 30 | – | 0.00% | – |
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% |