SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,128,000 | +10.1% | 2,286,587 | +15.4% | 0.19% | +5.0% |
| Q2 2023 | $90,951,000 | +29.8% | 1,981,864 | +24.3% | 0.18% | +17.0% |
| Q1 2023 | $70,050,000 | +78.9% | 1,594,102 | +73.1% | 0.15% | +71.9% |
| Q4 2022 | $39,153,000 | +46.9% | 920,830 | +33.3% | 0.09% | +25.4% |
| Q3 2022 | $26,644,000 | +29.0% | 690,891 | +32.8% | 0.07% | +34.0% |
| Q2 2022 | $20,660,000 | +12.3% | 520,061 | +33.2% | 0.05% | +29.3% |
| Q1 2022 | $18,402,000 | +1.0% | 390,517 | +6.4% | 0.04% | +2.5% |
| Q4 2021 | $18,212,000 | +129.3% | 366,967 | +113.1% | 0.04% | +90.5% |
| Q3 2021 | $7,944,000 | -1.3% | 172,194 | +0.8% | 0.02% | -8.7% |
| Q2 2021 | $8,050,000 | -2.8% | 170,856 | -5.6% | 0.02% | -11.5% |
| Q1 2021 | $8,278,000 | +11.3% | 180,949 | -1.7% | 0.03% | -16.1% |
| Q4 2020 | $7,437,000 | +141.9% | 184,004 | +95.5% | 0.03% | +106.7% |
| Q3 2020 | $3,075,000 | +0.3% | 94,115 | -4.3% | 0.02% | -11.8% |
| Q2 2020 | $3,067,000 | +23.6% | 98,339 | +0.4% | 0.02% | +6.2% |
| Q1 2020 | $2,481,000 | -24.0% | 97,931 | +8.7% | 0.02% | -15.8% |
| Q4 2019 | $3,265,000 | +8.0% | 90,110 | +0.9% | 0.02% | +18.8% |
| Q3 2019 | $3,024,000 | +2.8% | 89,318 | +3.3% | 0.02% | -11.1% |
| Q2 2019 | $2,942,000 | +9.1% | 86,454 | +6.6% | 0.02% | 0.0% |
| Q1 2019 | $2,697,000 | +20.8% | 81,110 | +7.0% | 0.02% | +5.9% |
| Q4 2018 | $2,233,000 | -8.8% | 75,827 | +11.9% | 0.02% | -5.6% |
| Q3 2018 | $2,449,000 | +8.5% | 67,767 | +4.9% | 0.02% | 0.0% |
| Q2 2018 | $2,257,000 | +11.7% | 64,572 | +5.8% | 0.02% | +5.9% |
| Q1 2018 | $2,020,000 | +3.2% | 61,043 | +4.6% | 0.02% | +6.2% |
| Q4 2017 | $1,958,000 | +14.6% | 58,340 | +227.8% | 0.02% | +6.7% |
| Q3 2017 | $1,709,000 | +23.3% | 17,797 | +19.6% | 0.02% | +25.0% |
| Q2 2017 | $1,386,000 | +38.3% | 14,885 | +35.6% | 0.01% | +20.0% |
| Q1 2017 | $1,002,000 | +5.7% | 10,977 | +2.9% | 0.01% | 0.0% |
| Q4 2016 | $948,000 | +8.8% | 10,663 | +0.6% | 0.01% | 0.0% |
| Q3 2016 | $871,000 | – | 10,598 | – | 0.01% | – |
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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% |