SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,843 | -12.3% | 13,721 | -8.1% | 0.02% | -7.4% |
| Q2 2023 | $685,229 | +4.5% | 14,932 | +0.0% | 0.03% | 0.0% |
| Q1 2023 | $656,024 | +3.3% | 14,930 | -0.1% | 0.03% | +8.0% |
| Q4 2022 | $634,950 | +10.2% | 14,940 | -0.0% | 0.02% | -3.8% |
| Q3 2022 | $576,000 | -2.9% | 14,942 | +0.0% | 0.03% | +4.0% |
| Q2 2022 | $593,000 | -15.9% | 14,938 | -0.1% | 0.02% | -10.7% |
| Q1 2022 | $705,000 | -5.1% | 14,947 | +0.1% | 0.03% | -9.7% |
| Q4 2021 | $743,000 | +7.7% | 14,937 | -0.1% | 0.03% | -3.1% |
| Q3 2021 | $690,000 | -2.0% | 14,951 | +0.2% | 0.03% | -3.0% |
| Q2 2021 | $704,000 | +3.1% | 14,919 | -0.0% | 0.03% | -5.7% |
| Q1 2021 | $683,000 | +5.6% | 14,923 | -6.8% | 0.04% | +6.1% |
| Q4 2020 | $647,000 | +23.9% | 16,010 | +0.1% | 0.03% | +17.9% |
| Q3 2020 | $522,000 | -8.3% | 16,000 | -12.1% | 0.03% | -12.5% |
| Q2 2020 | $569,000 | +17.3% | 18,193 | -5.1% | 0.03% | -5.9% |
| Q1 2020 | $485,000 | -55.0% | 19,164 | -35.6% | 0.03% | -46.0% |
| Q4 2019 | $1,078,000 | +5.4% | 29,750 | -1.4% | 0.06% | 0.0% |
| Q3 2019 | $1,023,000 | -3.3% | 30,186 | -2.9% | 0.06% | -7.4% |
| Q2 2019 | $1,058,000 | -2.0% | 31,076 | -4.1% | 0.07% | -9.3% |
| Q1 2019 | $1,080,000 | -60.4% | 32,402 | -65.1% | 0.08% | -63.6% |
| Q4 2018 | $2,729,000 | – | 92,747 | – | 0.21% | – |
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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% |