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 | $899,735 | -6.9% | 20,547 | -2.4% | 0.14% | 0.0% |
Q2 2023 | $966,134 | +4.1% | 21,053 | -0.3% | 0.14% | -2.1% |
Q1 2023 | $928,113 | +6.3% | 21,122 | +2.8% | 0.14% | -5.3% |
Q4 2022 | $873,209 | +8.5% | 20,546 | -1.6% | 0.15% | +2.7% |
Q3 2022 | $805,000 | -0.5% | 20,872 | +2.4% | 0.15% | +3.5% |
Q2 2022 | $809,000 | -37.0% | 20,384 | -21.0% | 0.14% | -13.0% |
Q1 2022 | $1,284,000 | 0.0% | 25,814 | 0.0% | 0.16% | 0.0% |
Q4 2021 | $1,284,000 | +4.1% | 25,814 | -3.4% | 0.16% | -3.0% |
Q3 2021 | $1,233,000 | -1.4% | 26,718 | +0.9% | 0.17% | -1.8% |
Q2 2021 | $1,250,000 | -6.6% | 26,484 | -9.4% | 0.17% | -17.9% |
Q1 2021 | $1,338,000 | +16.4% | 29,237 | +2.8% | 0.21% | +16.9% |
Q4 2020 | $1,149,000 | +26.1% | 28,433 | +1.8% | 0.18% | +5.4% |
Q3 2020 | $911,000 | +10.3% | 27,927 | +5.6% | 0.17% | -2.9% |
Q2 2020 | $826,000 | +35.6% | 26,436 | +9.9% | 0.17% | -17.6% |
Q1 2020 | $609,000 | -31.1% | 24,045 | -1.5% | 0.21% | -16.0% |
Q4 2019 | $884,000 | +4.1% | 24,410 | -2.6% | 0.25% | -4.6% |
Q3 2019 | $849,000 | +5.7% | 25,056 | +6.4% | 0.26% | +2.3% |
Q2 2019 | $803,000 | +4.7% | 23,558 | +2.3% | 0.26% | -7.2% |
Q1 2019 | $767,000 | +17.5% | 23,022 | +3.6% | 0.28% | +1.1% |
Q4 2018 | $653,000 | -15.9% | 22,214 | +3.4% | 0.27% | -2.2% |
Q3 2018 | $776,000 | +20.1% | 21,484 | +15.9% | 0.28% | +10.7% |
Q2 2018 | $646,000 | +19.2% | 18,532 | +13.3% | 0.25% | +11.0% |
Q1 2018 | $542,000 | – | 16,353 | – | 0.23% | – |
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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% |