SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 225 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $591,647 | +40.0% | 13,511 | +46.7% | 0.24% | +50.0% |
Q2 2023 | $422,693 | +20.2% | 9,211 | +15.1% | 0.16% | +15.3% |
Q1 2023 | $351,520 | +3.4% | 8,000 | 0.0% | 0.14% | +3.0% |
Q4 2022 | $340,000 | +10.4% | 8,000 | 0.0% | 0.13% | +3.9% |
Q3 2022 | $308,000 | -3.1% | 8,000 | 0.0% | 0.13% | +2.4% |
Q2 2022 | $318,000 | -15.6% | 8,000 | 0.0% | 0.12% | +6.8% |
Q1 2022 | $377,000 | -5.3% | 8,000 | 0.0% | 0.12% | -0.8% |
Q4 2021 | $398,000 | +7.9% | 8,000 | 0.0% | 0.12% | +4.4% |
Q3 2021 | $369,000 | -2.6% | 8,000 | 0.0% | 0.11% | 0.0% |
Q2 2021 | $379,000 | +3.6% | 8,000 | 0.0% | 0.11% | -2.6% |
Q1 2021 | $366,000 | +13.3% | 8,000 | 0.0% | 0.12% | +1.8% |
Q4 2020 | $323,000 | +23.8% | 8,000 | 0.0% | 0.11% | +7.5% |
Q3 2020 | $261,000 | +4.4% | 8,000 | 0.0% | 0.11% | 0.0% |
Q2 2020 | $250,000 | +16.3% | 8,000 | -5.9% | 0.11% | -2.8% |
Q1 2020 | $215,000 | -26.4% | 8,500 | +5.6% | 0.11% | -4.4% |
Q4 2019 | $292,000 | +7.0% | 8,050 | 0.0% | 0.11% | +11.8% |
Q3 2019 | $273,000 | -0.4% | 8,050 | 0.0% | 0.10% | 0.0% |
Q2 2019 | $274,000 | – | 8,050 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |