SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $290,575 | -8.9% | 6,613 | -11.9% | 0.01% | -81.4% |
| Q4 2022 | $318,835 | -20.9% | 7,502 | -28.3% | 0.04% | -25.9% |
| Q3 2022 | $403,000 | -78.5% | 10,461 | -77.8% | 0.06% | -76.1% |
| Q2 2022 | $1,872,000 | -32.4% | 47,169 | -19.7% | 0.24% | -28.5% |
| Q1 2022 | $2,769,000 | +72.0% | 58,708 | +68.3% | 0.34% | +37.1% |
| Q3 2021 | $1,610,000 | +17.4% | 34,880 | +20.1% | 0.25% | -8.5% |
| Q2 2021 | $1,371,000 | +122.2% | 29,043 | +115.4% | 0.27% | +99.3% |
| Q1 2021 | $617,000 | -61.1% | 13,481 | -65.6% | 0.14% | +466.7% |
| Q4 2020 | $1,586,000 | +165.2% | 39,245 | +114.1% | 0.02% | +118.2% |
| Q3 2020 | $598,000 | -36.2% | 18,328 | -38.9% | 0.01% | -42.1% |
| Q2 2020 | $938,000 | +120.7% | 30,021 | +78.7% | 0.02% | +46.2% |
| Q1 2020 | $425,000 | +1.7% | 16,795 | +45.4% | 0.01% | 0.0% |
| Q4 2019 | $418,000 | -56.5% | 11,548 | -56.6% | 0.01% | -76.4% |
| Q3 2018 | $962,000 | -55.2% | 26,611 | -56.8% | 0.06% | -64.5% |
| Q2 2018 | $2,147,000 | +48.8% | 61,550 | +41.4% | 0.16% | +24.0% |
| Q1 2018 | $1,443,000 | +189.8% | 43,517 | +191.3% | 0.12% | +160.4% |
| Q4 2017 | $498,000 | – | 14,937 | – | 0.05% | – |
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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% |