SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $477,000 | -2.1% | 10,324 | 0.0% | 0.10% | -1.9% |
| Q2 2021 | $487,000 | +3.2% | 10,324 | 0.0% | 0.10% | -5.5% |
| Q1 2021 | $472,000 | -10.3% | 10,324 | -20.7% | 0.11% | -16.0% |
| Q4 2020 | $526,000 | +20.6% | 13,019 | -2.7% | 0.13% | +6.5% |
| Q3 2020 | $436,000 | +0.7% | 13,376 | -3.5% | 0.12% | -8.2% |
| Q2 2020 | $433,000 | +15.5% | 13,868 | -6.4% | 0.13% | -13.5% |
| Q1 2020 | $375,000 | -35.2% | 14,822 | -7.3% | 0.16% | -17.6% |
| Q4 2019 | $579,000 | -10.1% | 15,985 | -15.9% | 0.19% | -12.6% |
| Q3 2019 | $644,000 | -7.3% | 18,997 | -6.9% | 0.22% | -10.8% |
| Q2 2019 | $695,000 | -4.7% | 20,395 | -2.3% | 0.24% | -3.2% |
| Q1 2019 | $729,000 | -50.6% | 20,875 | -58.4% | 0.25% | -53.4% |
| Q4 2018 | $1,477,000 | -33.5% | 50,187 | -18.3% | 0.53% | -21.0% |
| Q3 2018 | $2,220,000 | -5.6% | 61,412 | -8.9% | 0.68% | -68.3% |
| Q2 2018 | $2,352,000 | -0.4% | 67,432 | -5.3% | 2.13% | -3.7% |
| Q1 2018 | $2,361,000 | -7.2% | 71,196 | -6.6% | 2.22% | -10.0% |
| Q4 2017 | $2,544,000 | +3.6% | 76,252 | +197.4% | 2.46% | -1.5% |
| Q3 2017 | $2,455,000 | +1.2% | 25,642 | -1.8% | 2.50% | -1.4% |
| Q2 2017 | $2,426,000 | -0.2% | 26,105 | -2.2% | 2.54% | -5.4% |
| Q1 2017 | $2,432,000 | -5.5% | 26,693 | -8.0% | 2.68% | -12.7% |
| Q4 2016 | $2,574,000 | +0.9% | 29,002 | -6.5% | 3.07% | +3.0% |
| Q3 2016 | $2,552,000 | +3.8% | 31,012 | -1.9% | 2.98% | +1.7% |
| Q2 2016 | $2,458,000 | -3.9% | 31,623 | -6.3% | 2.93% | -4.2% |
| Q1 2016 | $2,558,000 | -7.2% | 33,764 | -5.9% | 3.06% | -12.2% |
| Q4 2015 | $2,756,000 | -2.8% | 35,896 | -2.8% | 3.48% | -12.8% |
| Q3 2015 | $2,836,000 | -19.0% | 36,941 | -8.1% | 3.99% | -1.1% |
| Q2 2015 | $3,503,000 | -9.4% | 40,177 | -9.3% | 4.04% | -3.6% |
| Q1 2015 | $3,868,000 | -2.9% | 44,279 | -6.2% | 4.19% | +1.6% |
| Q4 2014 | $3,984,000 | -90.6% | 47,216 | -7.6% | 4.12% | -5.1% |
| Q3 2014 | $42,165,000 | +819.0% | 51,072 | -3.4% | 4.34% | -0.9% |
| Q2 2014 | $4,588,000 | -4.2% | 52,862 | -7.2% | 4.38% | -8.3% |
| Q1 2014 | $4,789,000 | -11.3% | 56,970 | -12.9% | 4.78% | -11.8% |
| Q4 2013 | $5,400,000 | -6.4% | 65,409 | -5.4% | 5.42% | -7.2% |
| Q3 2013 | $5,769,000 | -43.2% | 69,161 | -48.2% | 5.84% | -36.6% |
| Q2 2013 | $10,161,000 | – | 133,570 | – | 9.20% | – |
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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% |