SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 432 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,173,517 | +2.4% | 198,314 | +6.4% | 0.16% | 0.0% |
| Q1 2024 | $9,939,009 | +0.5% | 186,333 | -8.2% | 0.16% | -16.9% |
| Q4 2023 | $9,893,422 | +7.8% | 203,067 | -3.1% | 0.20% | -6.2% |
| Q3 2023 | $9,176,693 | -4.2% | 209,561 | +0.4% | 0.21% | -1.9% |
| Q2 2023 | $9,578,920 | +3.0% | 208,737 | -1.4% | 0.21% | -4.9% |
| Q1 2023 | $9,300,258 | +0.4% | 211,658 | +6.1% | 0.22% | -12.2% |
| Q4 2022 | $9,261,570 | -1.7% | 199,437 | -18.4% | 0.25% | -29.2% |
| Q3 2022 | $9,421,000 | -13.3% | 244,321 | -10.8% | 0.36% | -3.2% |
| Q2 2022 | $10,867,000 | -5.8% | 273,797 | +11.9% | 0.37% | -18.1% |
| Q1 2022 | $11,537,000 | +3.8% | 244,635 | +9.4% | 0.45% | +0.2% |
| Q4 2021 | $11,120,000 | +16.0% | 223,563 | +7.7% | 0.45% | +2.3% |
| Q3 2021 | $9,586,000 | +6.0% | 207,669 | +8.4% | 0.44% | +6.0% |
| Q2 2021 | $9,047,000 | +2.4% | 191,633 | -0.7% | 0.42% | -10.7% |
| Q1 2021 | $8,831,000 | +11.8% | 192,985 | -1.3% | 0.47% | -17.8% |
| Q4 2020 | $7,902,000 | +26.2% | 195,594 | +1.9% | 0.57% | +4.2% |
| Q3 2020 | $6,261,000 | +9.0% | 191,879 | +4.4% | 0.54% | 0.0% |
| Q2 2020 | $5,745,000 | +39.0% | 183,840 | +12.7% | 0.54% | +26.7% |
| Q1 2020 | $4,133,000 | -22.6% | 163,166 | +10.7% | 0.43% | -4.0% |
| Q4 2019 | $5,341,000 | +9.1% | 147,419 | +2.1% | 0.45% | -2.2% |
| Q3 2019 | $4,895,000 | +1.8% | 144,438 | +2.4% | 0.46% | -3.4% |
| Q2 2019 | $4,808,000 | -2.7% | 141,121 | -4.8% | 0.47% | -8.1% |
| Q1 2019 | $4,939,000 | +18.6% | 148,185 | +4.7% | 0.52% | +3.8% |
| Q4 2018 | $4,164,000 | -25.2% | 141,536 | -8.1% | 0.50% | -12.8% |
| Q3 2018 | $5,568,000 | +3848.9% | 154,015 | +3700.0% | 0.57% | +3700.0% |
| Q2 2018 | $141,000 | – | 4,053 | – | 0.02% | – |
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% |