SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 20 filers reported holding SPDR SER TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $271,232 | +104622.8% | 5,911 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $259 | +0.8% | 5,910 | -2.3% | 0.00% | 0.0% |
| Q4 2022 | $257 | -99.9% | 6,050 | -7.5% | 0.00% | 0.0% |
| Q3 2022 | $252,000 | +18.9% | 6,540 | +22.2% | 0.00% | +50.0% |
| Q2 2022 | $212,000 | -15.9% | 5,350 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $252,000 | -49.0% | 5,350 | -50.0% | 0.00% | 0.0% |
| Q3 2021 | $494,000 | +96.0% | 10,700 | +100.0% | 0.00% | 0.0% |
| Q2 2021 | $252,000 | +3.3% | 5,350 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $244,000 | +13.0% | 5,350 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $216,000 | +0.5% | 5,350 | -9.8% | 0.00% | -33.3% |
| Q4 2019 | $215,000 | -4.9% | 5,931 | -11.2% | 0.00% | -25.0% |
| Q3 2019 | $226,000 | -0.9% | 6,681 | 0.0% | 0.00% | +33.3% |
| Q2 2019 | $228,000 | -32.3% | 6,681 | -33.9% | 0.00% | -40.0% |
| Q1 2019 | $337,000 | +39.3% | 10,113 | +51.4% | 0.01% | +25.0% |
| Q3 2018 | $242,000 | +3.9% | 6,681 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $233,000 | +5.0% | 6,681 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $222,000 | -0.4% | 6,681 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $223,000 | +10.9% | 6,681 | +218.1% | 0.01% | 0.0% |
| Q3 2017 | $201,000 | -18.3% | 2,100 | -28.8% | 0.01% | -16.7% |
| Q3 2013 | $246,000 | -11.5% | 2,950 | -19.2% | 0.01% | -14.3% |
| Q2 2013 | $278,000 | +1.5% | 3,650 | 0.0% | 0.01% | 0.0% |
| Q1 2013 | $274,000 | – | 3,650 | – | 0.01% | – |
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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% |