SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $915,569 | +4.9% | 18,792 | -5.7% | 0.01% | -7.1% |
| Q3 2023 | $872,952 | +141.8% | 19,935 | +153.4% | 0.01% | +133.3% |
| Q2 2023 | $360,974 | +63.3% | 7,866 | +76.8% | 0.01% | +50.0% |
| Q4 2021 | $221,000 | -3.9% | 4,448 | -10.8% | 0.00% | 0.0% |
| Q3 2021 | $230,000 | -33.3% | 4,985 | -50.5% | 0.00% | -73.3% |
| Q2 2019 | $345,000 | +8.8% | 10,073 | +5.0% | 0.02% | -6.2% |
| Q1 2019 | $317,000 | +32.1% | 9,594 | +17.8% | 0.02% | +14.3% |
| Q4 2018 | $240,000 | -14.9% | 8,144 | +3.6% | 0.01% | 0.0% |
| Q3 2018 | $282,000 | +23.7% | 7,861 | +19.6% | 0.01% | +7.7% |
| Q2 2018 | $228,000 | -10.9% | 6,572 | -14.5% | 0.01% | -13.3% |
| Q1 2018 | $256,000 | – | 7,683 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |