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 | $1,089,553 | +33.1% | 24,881 | +39.5% | 0.01% | +33.3% |
Q2 2023 | $818,427 | +291.9% | 17,835 | +275.2% | 0.01% | +200.0% |
Q1 2023 | $208,841 | -3.9% | 4,753 | -7.1% | 0.00% | 0.0% |
Q4 2022 | $217,352 | +5.5% | 5,114 | -4.4% | 0.00% | 0.0% |
Q3 2022 | $206,000 | -10.0% | 5,351 | +10.2% | 0.00% | 0.0% |
Q1 2022 | $229,000 | -5.4% | 4,855 | -0.2% | 0.00% | -25.0% |
Q4 2021 | $242,000 | +8.0% | 4,866 | +0.1% | 0.00% | 0.0% |
Q3 2021 | $224,000 | – | 4,861 | – | 0.00% | – |
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% |