SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,442,000 | +30.9% | 74,571 | +33.9% | 0.52% | +31.7% |
| Q2 2021 | $2,629,000 | -19.2% | 55,691 | -21.7% | 0.40% | -23.0% |
| Q1 2021 | $3,255,000 | +116.1% | 71,127 | +90.8% | 0.52% | +106.8% |
| Q4 2020 | $1,506,000 | +140.6% | 37,282 | +94.3% | 0.25% | +110.1% |
| Q3 2020 | $626,000 | -54.6% | 19,185 | -56.5% | 0.12% | -56.2% |
| Q2 2020 | $1,379,000 | +4496.7% | 44,119 | +10985.2% | 0.27% | +1500.0% |
| Q2 2013 | $30,000 | – | 398 | – | 0.02% | – |
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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% |