SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630,576 | -4.6% | 14,400 | 0.0% | 0.14% | +6.0% |
| Q2 2023 | $660,816 | +4.4% | 14,400 | 0.0% | 0.13% | +7.2% |
| Q1 2023 | $632,736 | +3.4% | 14,400 | 0.0% | 0.12% | -2.3% |
| Q4 2022 | $612,000 | +7.9% | 14,400 | -2.0% | 0.13% | -5.9% |
| Q3 2022 | $567,000 | -2.7% | 14,700 | 0.0% | 0.14% | +3.8% |
| Q2 2022 | $583,000 | -15.9% | 14,700 | 0.0% | 0.13% | -3.0% |
| Q1 2022 | $693,000 | -5.2% | 14,700 | 0.0% | 0.14% | -7.5% |
| Q4 2021 | $731,000 | +9.9% | 14,700 | +2.1% | 0.15% | -5.8% |
| Q3 2021 | $665,000 | -2.2% | 14,400 | 0.0% | 0.16% | -1.3% |
| Q2 2021 | $680,000 | +3.2% | 14,400 | 0.0% | 0.16% | -16.5% |
| Q1 2021 | $659,000 | +13.2% | 14,400 | 0.0% | 0.19% | +5.6% |
| Q4 2020 | $582,000 | +23.8% | 14,400 | 0.0% | 0.18% | +4.1% |
| Q3 2020 | $470,000 | +4.4% | 14,400 | 0.0% | 0.17% | -5.5% |
| Q2 2020 | $450,000 | +14.5% | 14,400 | -7.1% | 0.18% | -0.5% |
| Q1 2020 | $393,000 | -30.1% | 15,500 | 0.0% | 0.18% | +0.6% |
| Q4 2019 | $562,000 | +7.0% | 15,500 | 0.0% | 0.18% | -12.6% |
| Q3 2019 | $525,000 | -0.6% | 15,500 | 0.0% | 0.21% | -6.8% |
| Q2 2019 | $528,000 | +2.1% | 15,500 | 0.0% | 0.22% | -8.3% |
| Q1 2019 | $517,000 | – | 15,500 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |