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 | $14,195 | -9.1% | 324,164 | -4.7% | 0.08% | -8.1% |
| Q2 2023 | $15,616 | +16.4% | 340,302 | +11.5% | 0.09% | -9.5% |
| Q1 2023 | $13,415 | -2.1% | 305,293 | -5.3% | 0.10% | +5.6% |
| Q4 2022 | $13,707 | -99.9% | 322,529 | +1.3% | 0.09% | -3.2% |
| Q3 2022 | $12,275,000 | +4.1% | 318,343 | +7.2% | 0.09% | +3.3% |
| Q2 2022 | $11,789,000 | -11.6% | 297,024 | +5.1% | 0.09% | -4.3% |
| Q1 2022 | $13,333,000 | -7.4% | 282,725 | -2.4% | 0.09% | -9.6% |
| Q4 2021 | $14,401,000 | +10.2% | 289,530 | +2.3% | 0.10% | 0.0% |
| Q3 2021 | $13,071,000 | +1.3% | 283,158 | +3.6% | 0.10% | -3.7% |
| Q2 2021 | $12,902,000 | +2.6% | 273,281 | -0.5% | 0.11% | -10.0% |
| Q1 2021 | $12,569,000 | +34.1% | 274,667 | +18.4% | 0.12% | +20.0% |
| Q4 2020 | $9,371,000 | +4493.6% | 231,958 | +3609.0% | 0.10% | +3233.3% |
| Q3 2020 | $204,000 | -23.6% | 6,254 | -26.8% | 0.00% | -25.0% |
| Q2 2020 | $267,000 | -43.1% | 8,542 | -53.9% | 0.00% | -50.0% |
| Q1 2020 | $469,000 | +0.9% | 18,531 | +44.5% | 0.01% | +14.3% |
| Q4 2019 | $465,000 | +59.2% | 12,824 | +49.0% | 0.01% | +40.0% |
| Q3 2019 | $292,000 | -0.7% | 8,605 | -0.3% | 0.01% | +25.0% |
| Q2 2019 | $294,000 | 0.0% | 8,627 | -2.2% | 0.00% | -20.0% |
| Q1 2019 | $294,000 | – | 8,820 | – | 0.01% | – |
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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% |