SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 252 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $273,840 | -3.8% | 5,338 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $284,729 | +9.5% | 5,338 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $260,068 | +11.3% | 5,338 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $233,752 | -2.7% | 5,338 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $240,143 | +8.3% | 5,233 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $221,810 | +51604.0% | 5,048 | -50.0% | 0.01% | -16.7% |
| Q4 2022 | $429 | -99.8% | 10,096 | +70.0% | 0.01% | -20.0% |
| Q3 2022 | $229,000 | -8.8% | 5,940 | -5.9% | 0.02% | -21.1% |
| Q2 2022 | $251,000 | +5.9% | 6,313 | +25.5% | 0.02% | +46.2% |
| Q1 2022 | $237,000 | -45.4% | 5,032 | -42.4% | 0.01% | -40.9% |
| Q4 2021 | $434,000 | +9.6% | 8,733 | +1.7% | 0.02% | 0.0% |
| Q3 2021 | $396,000 | +61.6% | 8,585 | +65.3% | 0.02% | +57.1% |
| Q2 2021 | $245,000 | +2.9% | 5,193 | +0.0% | 0.01% | 0.0% |
| Q1 2021 | $238,000 | -37.5% | 5,192 | -65.5% | 0.01% | -62.2% |
| Q1 2020 | $381,000 | -40.7% | 15,061 | -15.0% | 0.04% | -33.9% |
| Q4 2019 | $642,000 | +6.8% | 17,723 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $601,000 | -0.5% | 17,723 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $604,000 | +2.2% | 17,723 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $591,000 | +13.4% | 17,723 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $521,000 | – | 17,723 | – | 0.06% | – |
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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% |