SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 568 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 3.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,080,000 | +3.0% | 60,039 | +7.0% | 0.69% | +0.4% |
| Q1 2024 | $2,991,701 | +19.7% | 56,087 | +9.3% | 0.68% | +1.8% |
| Q4 2023 | $2,500,014 | +9.2% | 51,313 | -1.9% | 0.67% | +0.3% |
| Q3 2023 | $2,289,543 | -2.1% | 52,285 | +2.6% | 0.67% | +3.2% |
| Q2 2023 | $2,337,506 | +5.5% | 50,937 | +1.0% | 0.65% | +0.8% |
| Q1 2023 | $2,215,688 | +1.6% | 50,425 | -1.7% | 0.64% | -6.5% |
| Q4 2022 | $2,181,038 | +9.2% | 51,319 | -0.9% | 0.69% | +2.8% |
| Q3 2022 | $1,997,000 | +0.5% | 51,797 | +3.4% | 0.67% | +1.7% |
| Q2 2022 | $1,988,000 | -15.9% | 50,099 | -0.1% | 0.66% | -1.9% |
| Q1 2022 | $2,365,000 | -5.7% | 50,139 | -0.6% | 0.67% | +2.0% |
| Q4 2021 | $2,509,000 | +8.6% | 50,451 | +0.8% | 0.66% | +4.3% |
| Q3 2021 | $2,310,000 | -1.2% | 50,037 | +1.0% | 0.63% | -11.9% |
| Q2 2021 | $2,338,000 | +0.6% | 49,527 | -2.5% | 0.72% | -3.6% |
| Q1 2021 | $2,324,000 | +20.4% | 50,783 | +6.2% | 0.74% | +10.6% |
| Q4 2020 | $1,931,000 | +33.7% | 47,805 | +8.0% | 0.67% | -0.1% |
| Q3 2020 | $1,444,000 | +6.4% | 44,260 | +1.9% | 0.67% | -0.7% |
| Q2 2020 | $1,357,000 | +39.6% | 43,430 | +13.1% | 0.68% | +14.1% |
| Q1 2020 | $972,000 | -26.2% | 38,391 | +5.6% | 0.59% | +2.9% |
| Q4 2019 | $1,317,000 | +5.4% | 36,363 | -1.4% | 0.58% | -8.0% |
| Q3 2019 | $1,250,000 | +0.5% | 36,874 | +1.0% | 0.63% | +0.6% |
| Q2 2019 | $1,244,000 | +9.9% | 36,506 | +7.5% | 0.62% | +8.0% |
| Q1 2019 | $1,132,000 | +11.6% | 33,968 | -1.4% | 0.58% | +5.1% |
| Q4 2018 | $1,014,000 | -22.0% | 34,450 | -4.2% | 0.55% | -13.0% |
| Q3 2018 | $1,300,000 | +19.9% | 35,950 | +15.6% | 0.63% | +29.3% |
| Q2 2018 | $1,084,000 | +15.0% | 31,088 | +9.4% | 0.49% | +9.9% |
| Q1 2018 | $943,000 | +578.4% | 28,425 | +584.1% | 0.44% | +604.8% |
| Q4 2017 | $139,000 | – | 4,155 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,539,802 | $304,602,000 | 14.74% |
| Measured Wealth Private Client Group, LLC | 651,521 | $26,321,000 | 10.96% |
| WALLER FINANCIAL PLANNING GROUP, INC | 748,753 | $30,250,000 | 9.43% |
| Peterson Wealth Advisors, LLC | 428,070 | $17,294,000 | 7.61% |
| ARQ WEALTH ADVISORS, LLC | 237,039 | $9,576,000 | 6.02% |
| Valmark Advisers, Inc. | 7,178,579 | $290,015,000 | 5.90% |
| Financial Strategies Group, Inc. | 247,484 | $9,998,000 | 5.57% |
| Private Wealth Group, LLC | 150,489 | $6,080,000 | 5.06% |
| Good Life Advisors, LLC | 528,430 | $21,344,000 | 5.00% |
| TPG Financial Advisors, LLC | 166,713 | $6,735,000 | 5.00% |