SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 211 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,798,584 | +22.9% | 70,344 | +15.5% | 0.15% | +12.2% |
| Q1 2024 | $3,091,608 | +19.7% | 60,882 | +13.4% | 0.13% | +10.1% |
| Q4 2023 | $2,581,957 | +56.9% | 53,701 | +35.5% | 0.12% | +33.7% |
| Q3 2023 | $1,645,708 | +8.1% | 39,646 | +22.8% | 0.09% | +12.7% |
| Q2 2023 | $1,522,146 | -2.9% | 32,276 | -9.8% | 0.08% | -13.2% |
| Q1 2023 | $1,566,838 | -5.3% | 35,781 | +2.2% | 0.09% | -9.9% |
| Q4 2022 | $1,654,861 | +32.8% | 35,016 | +19.5% | 0.10% | +13.5% |
| Q3 2022 | $1,246,000 | +247.1% | 29,313 | +259.2% | 0.09% | +242.3% |
| Q2 2022 | $359,000 | +47.1% | 8,160 | +40.5% | 0.03% | +36.8% |
| Q1 2022 | $244,000 | +14.6% | 5,807 | +25.7% | 0.02% | +26.7% |
| Q4 2021 | $213,000 | -2.3% | 4,620 | +7.3% | 0.02% | 0.0% |
| Q3 2021 | $218,000 | +6.3% | 4,306 | +1.7% | 0.02% | -11.8% |
| Q1 2021 | $205,000 | -19.9% | 4,234 | -43.3% | 0.02% | -52.8% |
| Q3 2019 | $256,000 | -36.2% | 7,470 | -37.0% | 0.04% | -37.9% |
| Q2 2019 | $401,000 | -1.0% | 11,850 | +0.4% | 0.06% | -3.3% |
| Q1 2019 | $405,000 | +63.3% | 11,805 | +48.9% | 0.06% | +62.2% |
| Q4 2018 | $248,000 | +19.8% | 7,926 | +22.4% | 0.04% | +19.4% |
| Q3 2018 | $207,000 | -5.0% | 6,478 | +3.5% | 0.03% | -8.8% |
| Q2 2018 | $218,000 | – | 6,261 | – | 0.03% | – |
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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% |