SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,228,617 | -9.2% | 28,057 | -4.8% | 0.12% | -6.1% |
| Q2 2023 | $1,352,608 | +8.9% | 29,475 | +4.2% | 0.13% | +1.5% |
| Q1 2023 | $1,242,492 | +5.0% | 28,277 | +1.6% | 0.13% | -3.7% |
| Q4 2022 | $1,183,030 | +11.8% | 27,836 | +1.5% | 0.14% | +0.7% |
| Q3 2022 | $1,058,000 | +0.1% | 27,437 | +3.0% | 0.13% | +5.5% |
| Q2 2022 | $1,057,000 | -10.9% | 26,641 | +5.9% | 0.13% | +4.1% |
| Q1 2022 | $1,186,000 | -7.8% | 25,157 | -2.7% | 0.12% | -4.7% |
| Q4 2021 | $1,286,000 | +18.4% | 25,845 | +9.9% | 0.13% | +6.7% |
| Q3 2021 | $1,086,000 | -2.9% | 23,517 | -0.7% | 0.12% | -4.0% |
| Q2 2021 | $1,118,000 | +27.5% | 23,687 | +23.6% | 0.12% | +13.6% |
| Q1 2021 | $877,000 | +14.3% | 19,157 | +0.9% | 0.11% | +4.8% |
| Q4 2020 | $767,000 | +68.6% | 18,978 | +36.1% | 0.10% | +47.9% |
| Q3 2020 | $455,000 | +23.0% | 13,941 | +17.7% | 0.07% | +12.7% |
| Q2 2020 | $370,000 | +4.8% | 11,846 | -14.9% | 0.06% | -16.0% |
| Q1 2020 | $353,000 | -49.2% | 13,923 | -27.4% | 0.08% | -43.2% |
| Q4 2019 | $695,000 | +13.0% | 19,190 | +5.8% | 0.13% | -0.8% |
| Q3 2019 | $615,000 | +11.4% | 18,141 | +12.0% | 0.13% | +7.3% |
| Q2 2019 | $552,000 | +54.2% | 16,193 | +50.7% | 0.12% | +45.9% |
| Q1 2019 | $358,000 | – | 10,742 | – | 0.08% | – |
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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% |