SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 342 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $643 | -3.6% | 13 | +8.3% | 0.00% | 0.0% |
| Q1 2024 | $667 | +9.7% | 12 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $608 | +11.4% | 12 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $546 | -4.2% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $570 | +4.6% | 12 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $545 | +3.6% | 12 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $526 | – | 12 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 12 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | – | 12 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 12 | -99.9% | 0.00% | -100.0% |
| Q4 2019 | $349,000 | +27.4% | 9,636 | +19.3% | 0.73% | +22.4% |
| Q3 2019 | $274,000 | -25.9% | 8,076 | -25.7% | 0.59% | -38.2% |
| Q2 2019 | $370,000 | +9.1% | 10,873 | +6.8% | 0.96% | +14.0% |
| Q1 2019 | $339,000 | +129.1% | 10,176 | +102.1% | 0.84% | +78.4% |
| Q4 2018 | $148,000 | – | 5,034 | +41850.0% | 0.47% | – |
| Q3 2018 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 12 | – | 0.00% | – |
Download | ||||||
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% |