SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $732 | -4.6% | 16,702 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $767 | +4.5% | 16,702 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $734 | -3.8% | 16,702 | -6.9% | 0.00% | 0.0% |
| Q4 2022 | $763 | -99.9% | 17,937 | +7.4% | 0.00% | 0.0% |
| Q3 2022 | $643,000 | -3.3% | 16,702 | -0.3% | 0.00% | 0.0% |
| Q2 2022 | $665,000 | +1257.1% | 16,752 | +1513.9% | 0.00% | – |
| Q1 2022 | $49,000 | -7.5% | 1,038 | -2.8% | 0.00% | – |
| Q4 2021 | $53,000 | -35.4% | 1,068 | -39.4% | 0.00% | – |
| Q3 2021 | $82,000 | +1.2% | 1,763 | +2.2% | 0.00% | – |
| Q2 2021 | $81,000 | +2.5% | 1,725 | 0.0% | 0.00% | – |
| Q1 2021 | $79,000 | +12.9% | 1,725 | 0.0% | 0.00% | – |
| Q4 2020 | $70,000 | +25.0% | 1,725 | 0.0% | 0.00% | – |
| Q3 2020 | $56,000 | +3.7% | 1,725 | +0.3% | 0.00% | – |
| Q2 2020 | $54,000 | – | 1,720 | – | 0.00% | – |
Download | ||||||
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% |