SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 226 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,942,646 | -6.7% | 330,266 | -3.0% | 0.18% | -13.2% |
| Q1 2024 | $18,166,110 | +7.5% | 340,572 | -1.9% | 0.20% | -1.9% |
| Q4 2023 | $16,905,645 | +18.1% | 346,996 | +6.2% | 0.21% | +2.0% |
| Q3 2023 | $14,308,733 | +5.3% | 326,758 | +10.3% | 0.20% | +5.1% |
| Q2 2023 | $13,592,572 | +17.8% | 296,199 | +12.8% | 0.20% | +6.0% |
| Q1 2023 | $11,537,633 | +2.9% | 262,577 | -0.5% | 0.18% | -5.6% |
| Q4 2022 | $11,213,030 | +25.8% | 263,836 | +14.2% | 0.20% | +12.1% |
| Q3 2022 | $8,911,000 | +19.7% | 231,104 | +23.2% | 0.17% | +22.5% |
| Q2 2022 | $7,445,000 | +1.4% | 187,578 | +20.5% | 0.14% | +18.3% |
| Q1 2022 | $7,344,000 | +13.4% | 155,719 | +19.6% | 0.12% | +17.6% |
| Q4 2021 | $6,478,000 | +32.7% | 130,234 | +23.1% | 0.10% | +22.9% |
| Q3 2021 | $4,882,000 | +91.5% | 105,758 | +95.9% | 0.08% | +88.6% |
| Q2 2021 | $2,549,000 | +28.4% | 53,998 | +24.5% | 0.04% | +4.8% |
| Q1 2021 | $1,985,000 | +29.0% | 43,378 | +13.9% | 0.04% | +20.0% |
| Q4 2020 | $1,539,000 | +34.3% | 38,093 | +8.4% | 0.04% | +16.7% |
| Q3 2020 | $1,146,000 | +130.6% | 35,127 | +120.8% | 0.03% | +114.3% |
| Q2 2020 | $497,000 | – | 15,911 | – | 0.01% | – |
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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% |