SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $448,417 | -6.0% | 10,240 | -1.5% | 0.04% | -5.3% |
| Q2 2023 | $476,935 | -51.2% | 10,393 | -53.3% | 0.04% | -55.8% |
| Q1 2023 | $976,990 | -0.3% | 22,235 | -3.6% | 0.09% | -10.4% |
| Q4 2022 | $980,288 | -16.1% | 23,066 | -22.2% | 0.10% | -2.0% |
| Q3 2022 | $1,169,000 | -2.3% | 29,633 | -1.8% | 0.10% | -23.4% |
| Q2 2022 | $1,197,000 | -20.3% | 30,179 | -5.7% | 0.13% | -12.3% |
| Q1 2022 | $1,501,000 | -3.5% | 31,999 | +2.3% | 0.15% | +15.9% |
| Q4 2021 | $1,555,000 | +5.1% | 31,271 | -2.5% | 0.13% | -3.1% |
| Q3 2021 | $1,480,000 | -2.3% | 32,083 | -0.0% | 0.13% | -7.8% |
| Q2 2021 | $1,515,000 | +3.5% | 32,093 | +0.3% | 0.14% | -5.4% |
| Q1 2021 | $1,464,000 | +13.9% | 32,003 | +0.6% | 0.15% | +6.4% |
| Q4 2020 | $1,285,000 | +22.6% | 31,815 | -1.0% | 0.14% | +2.9% |
| Q3 2020 | $1,048,000 | +3.4% | 32,144 | -0.9% | 0.14% | -2.9% |
| Q2 2020 | $1,014,000 | +29.0% | 32,448 | +4.6% | 0.14% | -1.4% |
| Q1 2020 | $786,000 | -29.8% | 31,032 | +0.4% | 0.14% | -13.9% |
| Q4 2019 | $1,120,000 | +11.8% | 30,920 | +4.6% | 0.16% | 0.0% |
| Q3 2019 | $1,002,000 | +11.3% | 29,566 | +12.0% | 0.16% | +8.6% |
| Q2 2019 | $900,000 | +5.6% | 26,405 | +3.2% | 0.15% | +2.0% |
| Q1 2019 | $852,000 | +38.3% | 25,584 | +22.1% | 0.15% | +17.3% |
| Q4 2018 | $616,000 | +10.6% | 20,950 | +35.9% | 0.13% | +25.7% |
| Q3 2018 | $557,000 | – | 15,415 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |