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 | $6,131,695 | +134.6% | 140,025 | +145.8% | 0.00% | – |
Q2 2023 | $2,614,216 | +8.3% | 56,967 | +0.3% | 0.00% | – |
Q4 2022 | $2,413,448 | -26.6% | 56,787 | -33.4% | 0.00% | -100.0% |
Q3 2022 | $3,289,000 | +248.4% | 85,286 | +349.3% | 0.00% | – |
Q4 2021 | $944,000 | +21.2% | 18,981 | +12.4% | 0.00% | – |
Q3 2021 | $779,000 | +50.4% | 16,884 | +53.9% | 0.00% | – |
Q2 2021 | $518,000 | -73.3% | 10,969 | -74.1% | 0.00% | – |
Q1 2021 | $1,941,000 | -14.9% | 42,416 | -39.3% | 0.00% | -100.0% |
Q3 2020 | $2,281,000 | +89.5% | 69,890 | +97.8% | 0.00% | 0.0% |
Q2 2019 | $1,204,000 | +264.8% | 35,333 | +273.1% | 0.00% | – |
Q2 2018 | $330,000 | -44.5% | 9,469 | -46.9% | 0.00% | – |
Q4 2017 | $595,000 | -79.7% | 17,832 | -44.6% | 0.00% | -100.0% |
Q1 2017 | $2,934,000 | +79.9% | 32,207 | +75.2% | 0.00% | +50.0% |
Q4 2016 | $1,631,000 | +56.5% | 18,382 | +45.2% | 0.00% | +100.0% |
Q3 2016 | $1,042,000 | +227.7% | 12,662 | +209.5% | 0.00% | – |
Q2 2016 | $318,000 | -90.7% | 4,091 | -91.0% | 0.00% | -100.0% |
Q1 2016 | $3,424,000 | +63.4% | 45,207 | +65.6% | 0.00% | +100.0% |
Q4 2015 | $2,095,000 | +36.0% | 27,291 | +35.9% | 0.00% | +100.0% |
Q3 2015 | $1,541,000 | – | 20,076 | – | 0.00% | – |
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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% |