SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 540 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,167,942 | +102.6% | 334,658 | +109.4% | 1.57% | +111.8% |
| Q1 2024 | $8,471,779 | +256.9% | 159,785 | +228.0% | 0.74% | +233.2% |
| Q4 2023 | $2,373,702 | +11.3% | 48,721 | 0.0% | 0.22% | +0.9% |
| Q3 2023 | $2,133,527 | +0.3% | 48,721 | +5.1% | 0.22% | +0.5% |
| Q2 2023 | $2,127,181 | -73.2% | 46,353 | -74.4% | 0.22% | -75.0% |
| Q1 2023 | $7,941,512 | +22.9% | 180,735 | +18.9% | 0.88% | +11.1% |
| Q4 2022 | $6,460,696 | +17.8% | 152,016 | +2671.5% | 0.79% | +3.8% |
| Q3 2022 | $5,485,000 | -54.6% | 5,485 | -98.4% | 0.76% | -53.8% |
| Q4 2019 | $12,076,000 | +8.3% | 333,334 | +1.4% | 1.65% | -2.2% |
| Q3 2019 | $11,146,000 | +6.1% | 328,888 | +6.7% | 1.69% | +13.7% |
| Q2 2019 | $10,504,000 | – | 308,300 | – | 1.49% | – |
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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% |