SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 133 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,859 | -7.4% | 8,195 | -2.9% | 0.00% | -50.0% |
| Q2 2023 | $387,449 | +3.0% | 8,443 | -1.4% | 0.00% | +100.0% |
| Q1 2023 | $376,258 | -8.2% | 8,563 | -11.2% | 0.00% | 0.0% |
| Q4 2022 | $409,743 | -13.9% | 9,641 | -21.9% | 0.00% | 0.0% |
| Q3 2022 | $476,000 | -3.8% | 12,338 | -1.0% | 0.00% | 0.0% |
| Q2 2022 | $495,000 | +3.3% | 12,468 | +22.7% | 0.00% | 0.0% |
| Q1 2022 | $479,000 | +11.4% | 10,164 | +17.6% | 0.00% | 0.0% |
| Q4 2021 | $430,000 | +10.0% | 8,644 | +2.1% | 0.00% | 0.0% |
| Q3 2021 | $391,000 | -2.2% | 8,465 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $400,000 | +33.3% | 8,465 | +29.0% | 0.00% | 0.0% |
| Q1 2021 | $300,000 | -10.4% | 6,560 | -21.0% | 0.00% | 0.0% |
| Q4 2020 | $335,000 | +38.4% | 8,299 | +11.7% | 0.00% | 0.0% |
| Q3 2020 | $242,000 | +19.8% | 7,428 | +15.2% | 0.00% | 0.0% |
| Q2 2020 | $202,000 | -13.7% | 6,450 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $234,000 | +6.8% | 6,450 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $219,000 | -0.9% | 6,450 | -0.8% | 0.00% | 0.0% |
| Q2 2019 | $221,000 | +1.8% | 6,501 | -11.7% | 0.00% | 0.0% |
| Q4 2018 | $217,000 | -18.4% | 7,359 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $266,000 | +18.2% | 7,359 | +14.1% | 0.00% | 0.0% |
| Q2 2018 | $225,000 | – | 6,450 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |