SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $325,139 | +25.4% | 6,338 | +30.4% | 0.01% | +22.2% |
| Q1 2024 | $259,286 | -28.8% | 4,861 | -51.6% | 0.01% | -52.6% |
| Q4 2019 | $364,000 | -5.9% | 10,039 | -12.0% | 0.02% | -9.5% |
| Q3 2019 | $387,000 | +20.6% | 11,412 | +21.0% | 0.02% | +23.5% |
| Q2 2019 | $321,000 | +0.6% | 9,433 | -1.5% | 0.02% | 0.0% |
| Q1 2019 | $319,000 | +19.0% | 9,581 | +5.3% | 0.02% | +6.2% |
| Q4 2018 | $268,000 | – | 9,095 | – | 0.02% | – |
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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% |