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 | $8,658 | +2.5% | 168,772 | +6.6% | 0.11% | -2.8% |
Q1 2024 | $8,446 | +14.9% | 158,338 | +5.0% | 0.11% | +6.9% |
Q4 2023 | $7,350 | +15.8% | 150,859 | +4.1% | 0.10% | +4.1% |
Q3 2023 | $6,348 | +3.1% | 144,967 | +8.0% | 0.10% | 0.0% |
Q2 2023 | $6,158 | +10.8% | 134,199 | +6.1% | 0.10% | +2.1% |
Q1 2023 | $5,557 | -99.9% | 126,477 | +14.0% | 0.10% | +14.3% |
Q4 2022 | $4,714,000 | -99.9% | 110,912 | +6.2% | 0.08% | +5.0% |
Q3 2022 | $4,027,000,000 | +109987.5% | 104,438 | +13.3% | 0.08% | +12.7% |
Q2 2022 | $3,658,000 | -0.6% | 92,155 | +18.1% | 0.07% | +9.2% |
Q1 2022 | $3,680,000 | -99.9% | 78,023 | +12.4% | 0.06% | +6.6% |
Q4 2021 | $3,454,000,000 | +119747.3% | 69,444 | +11.2% | 0.06% | +5.2% |
Q3 2021 | $2,882,000 | +10.2% | 62,431 | +12.7% | 0.06% | +5.5% |
Q2 2021 | $2,615,000 | +32.9% | 55,395 | +28.8% | 0.06% | +14.6% |
Q1 2021 | $1,968,000 | +60.7% | 43,015 | +41.9% | 0.05% | +41.2% |
Q4 2020 | $1,225,000 | +31.7% | 30,315 | +6.3% | 0.03% | +9.7% |
Q3 2020 | $930,000 | +13.6% | 28,508 | +8.8% | 0.03% | 0.0% |
Q2 2020 | $819,000 | +46.5% | 26,202 | +18.7% | 0.03% | -35.4% |
Q1 2020 | $559,000 | +3.7% | 22,070 | +48.3% | 0.05% | +118.2% |
Q4 2019 | $539,000 | +114.7% | 14,880 | +100.6% | 0.02% | +83.3% |
Q3 2019 | $251,000 | – | 7,418 | – | 0.01% | – |
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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% |