SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 342 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,842,644 | +7.4% | 230,851 | +11.6% | 0.02% | 0.0% |
| Q1 2024 | $11,030,907 | +21.1% | 206,804 | +10.7% | 0.02% | +4.5% |
| Q4 2023 | $9,105,408 | -16.9% | 186,893 | -25.3% | 0.02% | -24.1% |
| Q3 2023 | $10,955,807 | +3.6% | 250,182 | +8.6% | 0.03% | +3.6% |
| Q2 2023 | $10,573,100 | +110497.3% | 230,392 | +5.9% | 0.03% | 0.0% |
| Q1 2023 | $9,560 | +16.6% | 217,560 | +12.8% | 0.03% | +7.7% |
| Q4 2022 | $8,197 | -99.4% | 192,860 | +440.9% | 0.03% | +420.0% |
| Q3 2022 | $1,375,000 | +79.7% | 35,655 | +85.0% | 0.01% | +66.7% |
| Q2 2022 | $765,000 | -31.5% | 19,271 | -18.6% | 0.00% | -25.0% |
| Q1 2022 | $1,117,000 | +54.5% | 23,684 | +63.0% | 0.00% | +33.3% |
| Q4 2021 | $723,000 | +45.2% | 14,532 | +34.7% | 0.00% | 0.0% |
| Q3 2021 | $498,000 | -11.5% | 10,789 | -9.5% | 0.00% | 0.0% |
| Q2 2021 | $563,000 | +101.1% | 11,920 | +7.9% | 0.00% | 0.0% |
| Q1 2020 | $280,000 | -27.6% | 11,052 | +3.6% | 0.00% | -25.0% |
| Q4 2019 | $387,000 | -14.4% | 10,671 | -20.0% | 0.00% | -20.0% |
| Q3 2019 | $452,000 | +22.5% | 13,345 | +23.3% | 0.01% | +25.0% |
| Q2 2019 | $369,000 | +2.2% | 10,825 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $361,000 | +41.6% | 10,825 | +53.7% | 0.01% | -28.6% |
| Q3 2018 | $255,000 | +3.7% | 7,043 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $246,000 | – | 7,043 | – | 0.01% | – |
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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% |