SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546,499 | -5.1% | 12,480 | -0.5% | 0.08% | -1.3% |
| Q2 2023 | $575,598 | +18.4% | 12,543 | +13.4% | 0.08% | +14.7% |
| Q1 2023 | $486,152 | +11.9% | 11,064 | +8.3% | 0.07% | +3.0% |
| Q4 2022 | $434,350 | +19.3% | 10,220 | +8.3% | 0.07% | +13.8% |
| Q3 2022 | $364,000 | -9.0% | 9,439 | -6.3% | 0.06% | -6.5% |
| Q2 2022 | $400,000 | -0.2% | 10,069 | +18.3% | 0.06% | +14.8% |
| Q1 2022 | $401,000 | +1.3% | 8,512 | +6.8% | 0.05% | -12.9% |
| Q4 2021 | $396,000 | +7.9% | 7,971 | +0.2% | 0.06% | -1.6% |
| Q3 2021 | $367,000 | +51.0% | 7,952 | +54.7% | 0.06% | +50.0% |
| Q2 2021 | $243,000 | +8.0% | 5,139 | +4.4% | 0.04% | +5.0% |
| Q1 2021 | $225,000 | – | 4,922 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |