SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 375 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $855 | -3.8% | 16,664 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $889 | +9.2% | 16,664 | -0.2% | 0.00% | 0.0% |
| Q4 2023 | $814 | +11.2% | 16,702 | 0.0% | 0.00% | 0.0% |
| 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 | 7,570,189 | $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% |