SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $530 | +151.2% | 12,100 | +163.0% | 0.00% | – |
Q2 2023 | $211 | -75.1% | 4,600 | -76.9% | 0.00% | -100.0% |
Q4 2022 | $846 | -99.9% | 19,900 | +23.6% | 0.00% | 0.0% |
Q3 2022 | $621,000 | -42.9% | 16,100 | -41.2% | 0.00% | 0.0% |
Q2 2022 | $1,088,000 | -46.8% | 27,400 | -36.9% | 0.00% | -50.0% |
Q1 2022 | $2,047,000 | +41.0% | 43,400 | +48.6% | 0.00% | 0.0% |
Q4 2021 | $1,452,000 | +95.4% | 29,200 | +81.4% | 0.00% | +100.0% |
Q3 2021 | $743,000 | -58.6% | 16,100 | -57.6% | 0.00% | -50.0% |
Q2 2021 | $1,794,000 | +34.3% | 38,000 | +30.1% | 0.00% | 0.0% |
Q1 2021 | $1,336,000 | +52.3% | 29,200 | +34.6% | 0.00% | +100.0% |
Q4 2020 | $877,000 | -39.6% | 21,700 | -51.2% | 0.00% | 0.0% |
Q3 2020 | $1,452,000 | +190.4% | 44,500 | +178.1% | 0.00% | – |
Q2 2020 | $500,000 | – | 16,000 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |