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 | $478,010 | -3.6% | 10,916 | +1.0% | 0.02% | 0.0% |
| Q2 2023 | $495,794 | +3.5% | 10,804 | -0.9% | 0.02% | 0.0% |
| Q1 2023 | $479,120 | +3.4% | 10,904 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $463,418 | -46.5% | 10,904 | -50.0% | 0.02% | -5.6% |
| Q2 2022 | $866,000 | +62.5% | 21,806 | +93.0% | 0.02% | 0.0% |
| Q1 2022 | $533,000 | -5.2% | 11,297 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $562,000 | +5.4% | 11,297 | 0.0% | 0.02% | -14.3% |
| Q2 2021 | $533,000 | -10.0% | 11,297 | -30.8% | 0.02% | -57.1% |
| Q4 2019 | $592,000 | -46.4% | 16,328 | -49.9% | 0.05% | -47.3% |
| Q3 2019 | $1,104,000 | +11.4% | 32,588 | +12.0% | 0.09% | +13.4% |
| Q2 2019 | $991,000 | -1.5% | 29,100 | -3.6% | 0.08% | -6.8% |
| Q1 2019 | $1,006,000 | +85.3% | 30,173 | +63.5% | 0.09% | +66.0% |
| Q4 2018 | $543,000 | +33.7% | 18,458 | +64.5% | 0.05% | +43.2% |
| Q3 2018 | $406,000 | +77.3% | 11,222 | +70.6% | 0.04% | +60.9% |
| Q2 2018 | $229,000 | – | 6,579 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |