SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $251,766,845 | -5.3% | 5,749,413 | -0.7% | 10.80% | -4.5% |
Q2 2023 | $265,796,815 | +0.9% | 5,792,039 | -3.4% | 11.30% | -5.6% |
Q1 2023 | $263,542,307 | -8.7% | 5,997,776 | -11.7% | 11.97% | -13.4% |
Q4 2022 | $288,647,086 | +9.5% | 6,791,690 | -0.6% | 13.83% | -13.5% |
Q3 2022 | $263,566,000 | -3.9% | 6,835,147 | -1.1% | 15.98% | -22.6% |
Q2 2022 | $274,284,000 | -10.6% | 6,910,743 | +6.3% | 20.64% | +32.5% |
Q1 2022 | $306,658,000 | -8.0% | 6,502,735 | -3.0% | 15.58% | -4.1% |
Q4 2021 | $333,374,000 | +3.4% | 6,702,683 | -4.0% | 16.25% | -5.4% |
Q3 2021 | $322,319,000 | -10.1% | 6,982,753 | -8.1% | 17.18% | +19.6% |
Q2 2021 | $358,513,000 | +2.3% | 7,594,115 | -0.9% | 14.36% | -6.5% |
Q1 2021 | $350,528,000 | +15.1% | 7,660,177 | +1.6% | 15.35% | +4.1% |
Q4 2020 | $304,602,000 | +23.3% | 7,539,802 | -0.4% | 14.74% | +23.6% |
Q3 2020 | $246,999,000 | +4.7% | 7,570,189 | +0.3% | 11.93% | -4.8% |
Q2 2020 | $235,936,000 | +96.9% | 7,549,746 | +59.6% | 12.54% | +61.6% |
Q1 2020 | $119,824,000 | – | 4,730,517 | – | 7.76% | – |
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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% |