SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665 | -26.1% | 15,185 | -22.6% | 0.00% | -33.3% |
| Q2 2023 | $900 | -26.1% | 19,615 | -29.3% | 0.00% | -40.0% |
| Q1 2023 | $1,218 | +11.3% | 27,731 | +7.8% | 0.01% | +25.0% |
| Q4 2022 | $1,094 | -99.9% | 25,730 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $1,001,000 | -10.3% | 25,959 | -6.1% | 0.00% | -20.0% |
| Q2 2022 | $1,116,000 | +12.8% | 27,640 | +39.0% | 0.01% | +25.0% |
| Q4 2021 | $989,000 | +62.4% | 19,888 | +50.8% | 0.00% | +33.3% |
| Q3 2021 | $609,000 | -1.9% | 13,190 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $621,000 | +15.6% | 13,162 | +12.1% | 0.00% | 0.0% |
| Q1 2021 | $537,000 | +6.1% | 11,741 | -6.2% | 0.00% | +50.0% |
| Q4 2020 | $506,000 | +12.4% | 12,521 | -9.1% | 0.00% | -33.3% |
| Q3 2020 | $450,000 | -0.7% | 13,781 | -4.9% | 0.00% | 0.0% |
| Q2 2020 | $453,000 | +37.7% | 14,494 | +11.6% | 0.00% | 0.0% |
| Q1 2020 | $329,000 | +16.7% | 12,990 | +67.0% | 0.00% | +50.0% |
| Q4 2019 | $282,000 | -75.5% | 7,779 | -77.0% | 0.00% | -77.8% |
| Q2 2019 | $1,153,000 | -34.5% | 33,838 | -35.9% | 0.01% | -35.7% |
| Q1 2019 | $1,759,000 | +11.7% | 52,788 | -1.4% | 0.01% | -6.7% |
| Q4 2018 | $1,575,000 | -38.5% | 53,552 | -24.3% | 0.02% | -31.8% |
| Q3 2018 | $2,559,000 | +6.8% | 70,776 | +3.1% | 0.02% | -4.3% |
| Q2 2018 | $2,395,000 | +8.7% | 68,660 | +3.3% | 0.02% | +4.5% |
| Q1 2018 | $2,204,000 | +39.6% | 66,455 | +40.4% | 0.02% | +37.5% |
| Q4 2017 | $1,579,000 | – | 47,346 | – | 0.02% | – |
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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% |