SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 540 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $200,070 | +73455.1% | 3,900 | -23.5% | 0.00% | – |
| Q1 2024 | $272 | -75.9% | 5,100 | -78.0% | 0.00% | -100.0% |
| Q4 2023 | $1,130 | +113.2% | 23,200 | +91.7% | 0.00% | +100.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |