SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,212,083 | +9.7% | 849,787 | +15.0% | 0.05% | +9.1% |
| Q2 2023 | $33,918,430 | +17.7% | 739,124 | +12.7% | 0.04% | +10.0% |
| Q1 2023 | $28,810,534 | +35.9% | 655,679 | +31.4% | 0.04% | +25.0% |
| Q4 2022 | $21,203,249 | +71.0% | 498,898 | +55.1% | 0.03% | +45.5% |
| Q3 2022 | $12,401,000 | +39.5% | 321,624 | +43.6% | 0.02% | +46.7% |
| Q2 2022 | $8,892,000 | +24.5% | 224,038 | +47.9% | 0.02% | +36.4% |
| Q1 2022 | $7,142,000 | +7.0% | 151,431 | +12.9% | 0.01% | 0.0% |
| Q4 2021 | $6,674,000 | -14.8% | 134,164 | -21.0% | 0.01% | -21.4% |
| Q3 2021 | $7,835,000 | +22.7% | 169,755 | +25.5% | 0.01% | +16.7% |
| Q2 2021 | $6,387,000 | +373.1% | 135,278 | +358.5% | 0.01% | +300.0% |
| Q1 2021 | $1,350,000 | +971.4% | 29,507 | +845.7% | 0.00% | – |
| Q4 2020 | $126,000 | +70.3% | 3,120 | +37.8% | 0.00% | – |
| Q3 2020 | $74,000 | +12.1% | 2,264 | +6.8% | 0.00% | – |
| Q2 2020 | $66,000 | -90.7% | 2,120 | -92.4% | 0.00% | -100.0% |
| Q1 2020 | $708,000 | -49.8% | 27,952 | -28.1% | 0.00% | -40.0% |
| Q4 2019 | $1,409,000 | +2209.8% | 38,879 | +2059.9% | 0.01% | – |
| Q3 2019 | $61,000 | +2950.0% | 1,800 | +2712.5% | 0.00% | – |
| Q2 2019 | $2,000 | -75.0% | 64 | -73.6% | 0.00% | – |
| Q1 2019 | $8,000 | -99.2% | 242 | -99.1% | 0.00% | -100.0% |
| Q2 2018 | $952,000 | – | 27,291 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |