SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,426 | +1.9% | 12,958 | +6.8% | 0.06% | +1.7% |
| Q2 2023 | $556,943 | +8.5% | 12,136 | +3.9% | 0.06% | +5.5% |
| Q1 2023 | $513,164 | +14.1% | 11,679 | +10.4% | 0.06% | +7.8% |
| Q4 2022 | $449,666 | +10.8% | 10,580 | +0.6% | 0.05% | +6.2% |
| Q3 2022 | $406,000 | +3.0% | 10,512 | +6.0% | 0.05% | +6.7% |
| Q2 2022 | $394,000 | -8.8% | 9,917 | +8.3% | 0.04% | +4.7% |
| Q1 2022 | $432,000 | -2.0% | 9,153 | -1.5% | 0.04% | -4.4% |
| Q4 2021 | $441,000 | +24.6% | 9,289 | +21.0% | 0.04% | -22.4% |
| Q3 2021 | $354,000 | +6.0% | 7,675 | +8.4% | 0.06% | +7.4% |
| Q2 2021 | $334,000 | -5.1% | 7,083 | -7.8% | 0.05% | +28.6% |
| Q1 2021 | $352,000 | +164.7% | 7,682 | +87.9% | 0.04% | +121.1% |
| Q3 2020 | $133,000 | -4.3% | 4,088 | +6.2% | 0.02% | -9.5% |
| Q4 2019 | $139,000 | -96.2% | 3,850 | +5.7% | 0.02% | -95.9% |
| Q3 2019 | $3,641,000 | +7.2% | 3,641 | -96.9% | 0.51% | +6.3% |
| Q2 2019 | $3,396,000 | – | 115,702 | – | 0.48% | – |
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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% |