SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,081,438 | -17.0% | 24,696 | -13.0% | 0.00% | – |
| Q2 2023 | $1,303,138 | +54.5% | 28,397 | +47.9% | 0.00% | – |
| Q1 2023 | $843,384 | -23.2% | 19,194 | -25.8% | 0.00% | – |
| Q4 2022 | $1,098,710 | -45.2% | 25,852 | -50.3% | 0.00% | -100.0% |
| Q3 2022 | $2,005,000 | -59.8% | 51,982 | -58.7% | 0.00% | 0.0% |
| Q2 2022 | $4,993,000 | +44.3% | 125,795 | +71.4% | 0.00% | 0.0% |
| Q1 2022 | $3,461,000 | -35.8% | 73,398 | -32.3% | 0.00% | – |
| Q4 2021 | $5,394,000 | +1812.8% | 108,464 | +1673.7% | 0.00% | – |
| Q3 2021 | $282,000 | -92.6% | 6,115 | -92.4% | 0.00% | -100.0% |
| Q2 2021 | $3,814,000 | +388.3% | 80,785 | +373.6% | 0.00% | – |
| Q1 2021 | $781,000 | -73.7% | 17,057 | -76.8% | 0.00% | – |
| Q4 2020 | $2,966,000 | +89.3% | 73,410 | +52.8% | 0.00% | – |
| Q3 2020 | $1,567,000 | -31.4% | 48,033 | -23.8% | 0.00% | -100.0% |
| Q4 2019 | $2,283,000 | -50.5% | 63,030 | -53.4% | 0.00% | 0.0% |
| Q2 2019 | $4,611,000 | +1097.7% | 135,283 | +1069.8% | 0.00% | – |
| Q1 2019 | $385,000 | -46.4% | 11,565 | -52.6% | 0.00% | – |
| Q4 2018 | $718,000 | +89.9% | 24,401 | +133.5% | 0.00% | – |
| Q3 2018 | $378,000 | -80.6% | 10,451 | -82.2% | 0.00% | -100.0% |
| Q1 2018 | $1,948,000 | +441.1% | 58,732 | +443.5% | 0.00% | – |
| Q4 2017 | $360,000 | -78.2% | 10,806 | -37.4% | 0.00% | -100.0% |
| Q3 2017 | $1,654,000 | +114.5% | 17,273 | +108.2% | 0.00% | – |
| Q2 2017 | $771,000 | +32.2% | 8,296 | +29.6% | 0.00% | – |
| Q1 2017 | $583,000 | -40.6% | 6,401 | -42.1% | 0.00% | – |
| Q4 2016 | $981,000 | -59.8% | 11,058 | -62.7% | 0.00% | -100.0% |
| Q3 2016 | $2,441,000 | +20.1% | 29,663 | +13.5% | 0.00% | 0.0% |
| Q2 2016 | $2,032,000 | +39.8% | 26,140 | +36.3% | 0.00% | 0.0% |
| Q1 2016 | $1,453,000 | -74.9% | 19,184 | -74.6% | 0.00% | -66.7% |
| Q4 2015 | $5,797,000 | +65.0% | 75,509 | +65.0% | 0.00% | +50.0% |
| Q3 2015 | $3,514,000 | +304.8% | 45,772 | +360.1% | 0.00% | – |
| Q2 2015 | $868,000 | -52.0% | 9,949 | -52.0% | 0.00% | -100.0% |
| Q1 2015 | $1,810,000 | -11.4% | 20,714 | -14.4% | 0.00% | 0.0% |
| Q4 2014 | $2,043,000 | +51.2% | 24,206 | +47.9% | 0.00% | 0.0% |
| Q3 2014 | $1,351,000 | +110.4% | 16,361 | +121.5% | 0.00% | – |
| Q2 2014 | $642,000 | -92.6% | 7,385 | -92.9% | 0.00% | -100.0% |
| Q1 2014 | $8,719,000 | +80.3% | 103,507 | +76.7% | 0.00% | +100.0% |
| Q4 2013 | $4,836,000 | +38.6% | 58,586 | +40.0% | 0.00% | 0.0% |
| Q3 2013 | $3,490,000 | +644.1% | 41,846 | +578.2% | 0.00% | – |
| Q2 2013 | $469,000 | – | 6,170 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |