SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,165,025 | -4.4% | 26,605 | +0.2% | 0.09% | +2.2% |
| Q2 2023 | $1,218,657 | +10.1% | 26,556 | +5.5% | 0.09% | +4.6% |
| Q1 2023 | $1,106,532 | +1.3% | 25,183 | -2.0% | 0.09% | -6.5% |
| Q4 2022 | $1,091,892 | +5.0% | 25,692 | -4.7% | 0.09% | -4.1% |
| Q3 2022 | $1,040,000 | -8.5% | 26,967 | -5.9% | 0.10% | -4.0% |
| Q2 2022 | $1,137,000 | -16.0% | 28,650 | -0.2% | 0.10% | -4.7% |
| Q1 2022 | $1,354,000 | -6.2% | 28,712 | -1.1% | 0.11% | -1.9% |
| Q4 2021 | $1,444,000 | +6.6% | 29,031 | -1.1% | 0.11% | -2.7% |
| Q3 2021 | $1,355,000 | -2.4% | 29,363 | -0.2% | 0.11% | -3.5% |
| Q2 2021 | $1,389,000 | +0.1% | 29,436 | -2.9% | 0.12% | -3.4% |
| Q1 2021 | $1,387,000 | +1.3% | 30,319 | -10.5% | 0.12% | -33.5% |
| Q4 2020 | $1,369,000 | +74.4% | 33,869 | +40.7% | 0.18% | +1.7% |
| Q3 2020 | $785,000 | -8.8% | 24,070 | -12.7% | 0.18% | -16.6% |
| Q2 2020 | $861,000 | +18.3% | 27,566 | -4.1% | 0.21% | -3.2% |
| Q1 2020 | $728,000 | -47.6% | 28,749 | -24.9% | 0.22% | -32.9% |
| Q4 2019 | $1,388,000 | -2.7% | 38,304 | -8.9% | 0.32% | -11.0% |
| Q3 2019 | $1,426,000 | -2.2% | 42,064 | -1.7% | 0.36% | -7.1% |
| Q2 2019 | $1,458,000 | +4.8% | 42,788 | +2.5% | 0.39% | +0.8% |
| Q1 2019 | $1,391,000 | +19.0% | 41,748 | +5.1% | 0.39% | +1.0% |
| Q4 2018 | $1,169,000 | -14.2% | 39,722 | +5.4% | 0.39% | -4.5% |
| Q3 2018 | $1,362,000 | -11.0% | 37,690 | -14.1% | 0.40% | -18.1% |
| Q2 2018 | $1,531,000 | +15.5% | 43,901 | +9.8% | 0.49% | +13.9% |
| Q1 2018 | $1,326,000 | +24.6% | 39,975 | +25.4% | 0.43% | +18.3% |
| Q4 2017 | $1,064,000 | – | 31,884 | – | 0.37% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |