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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,600,356 | +25.7% | 258,628 | +12.9% | 0.66% | +16.5% |
| Q3 2023 | $10,027,297 | -2.7% | 228,986 | +2.0% | 0.56% | +3.5% |
| Q2 2023 | $10,302,620 | +111123.4% | 224,507 | +3.0% | 0.54% | +18033.3% |
| Q4 2022 | $9,263 | -99.9% | 217,942 | +21.7% | 0.00% | -99.4% |
| Q3 2022 | $7,107,000 | 0.0% | 179,058 | 0.0% | 0.47% | 0.0% |
| Q2 2022 | $7,107,000 | -5.8% | 179,058 | +12.0% | 0.47% | +10.6% |
| Q1 2022 | $7,541,000 | +5.4% | 159,909 | +11.1% | 0.42% | +7.6% |
| Q4 2021 | $7,157,000 | +81.1% | 143,893 | +68.0% | 0.39% | +62.1% |
| Q3 2021 | $3,953,000 | +75.8% | 85,636 | +79.8% | 0.24% | +72.3% |
| Q2 2021 | $2,249,000 | – | 47,631 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |