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 | $1,823,731 | +4.2% | 41,647 | +9.2% | 0.09% | +5.7% |
| Q2 2023 | $1,750,684 | +537.3% | 38,150 | +510.2% | 0.09% | +480.0% |
| Q1 2023 | $274,710 | +6.8% | 6,252 | +3.3% | 0.02% | -6.2% |
| Q4 2022 | $257,269 | +18.6% | 6,053 | +10.6% | 0.02% | +6.7% |
| Q3 2022 | $217,000 | 0.0% | 5,471 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $217,000 | +11.9% | 5,471 | +40.0% | 0.02% | +25.0% |
| Q4 2021 | $194,000 | -4.0% | 3,908 | -10.7% | 0.01% | +100.0% |
| Q3 2021 | $202,000 | -1.5% | 4,374 | +1.0% | 0.01% | -14.3% |
| Q2 2021 | $205,000 | +9.6% | 4,332 | +6.0% | 0.01% | 0.0% |
| Q1 2021 | $187,000 | – | 4,086 | – | 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% |