SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $64,805,522 | +6.1% | 1,263,262 | +10.4% | 0.44% | -0.9% |
| Q1 2024 | $61,056,497 | +7.9% | 1,144,667 | -1.4% | 0.44% | -0.2% |
| Q4 2023 | $56,570,784 | +2.8% | 1,161,141 | -10.2% | 0.44% | -10.6% |
| Q3 2023 | $55,048,773 | -0.5% | 1,292,549 | +7.4% | 0.49% | +2.3% |
| Q2 2023 | $55,350,677 | -12.7% | 1,203,769 | -16.6% | 0.48% | -20.6% |
| Q1 2023 | $63,418,067 | +2812.5% | 1,443,285 | +17.9% | 0.61% | +450.9% |
| Q4 2022 | $2,177,464 | -94.5% | 1,223,702 | +19.8% | 0.11% | -75.7% |
| Q3 2022 | $39,381,000 | +11.5% | 1,021,305 | +14.7% | 0.45% | +43.8% |
| Q2 2022 | $35,335,000 | +2.5% | 890,275 | +21.8% | 0.32% | +19.3% |
| Q1 2022 | $34,470,000 | -11.8% | 730,926 | -7.0% | 0.26% | -9.9% |
| Q4 2021 | $39,076,000 | +15.3% | 785,601 | +7.0% | 0.29% | +36.3% |
| Q3 2021 | $33,880,000 | +3.1% | 733,972 | +5.5% | 0.22% | -25.1% |
| Q2 2021 | $32,859,000 | +16.1% | 696,020 | +12.5% | 0.29% | +6.3% |
| Q1 2021 | $28,304,000 | +2.8% | 618,526 | -9.3% | 0.27% | -5.9% |
| Q4 2020 | $27,537,000 | +33.8% | 681,617 | +8.1% | 0.29% | +7.1% |
| Q3 2020 | $20,583,000 | +37.5% | 630,809 | +31.7% | 0.27% | +28.8% |
| Q2 2020 | $14,973,000 | +582.5% | 479,135 | +453.3% | 0.21% | +420.0% |
| Q1 2020 | $2,194,000 | +58.9% | 86,600 | +127.3% | 0.04% | +90.5% |
| Q4 2019 | $1,381,000 | +24.4% | 38,105 | +16.3% | 0.02% | +23.5% |
| Q3 2019 | $1,110,000 | -0.1% | 32,760 | +0.5% | 0.02% | -15.0% |
| Q2 2019 | $1,111,000 | +12.8% | 32,600 | +10.3% | 0.02% | +5.3% |
| Q1 2019 | $985,000 | +27.8% | 29,550 | +12.8% | 0.02% | 0.0% |
| Q4 2018 | $771,000 | +187.7% | 26,190 | +253.3% | 0.02% | +280.0% |
| Q3 2018 | $268,000 | +4366.7% | 7,414 | +10491.4% | 0.01% | – |
| Q3 2014 | $6,000 | – | 70 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |