SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 218 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $10,592,000 | -11.7% | 231,058 | -4.2% | 1.33% | -7.0% |
| Q4 2021 | $11,995,000 | +9.1% | 241,161 | +1.3% | 1.43% | +1.0% |
| Q3 2021 | $10,991,000 | -3.4% | 238,107 | -1.2% | 1.41% | -3.0% |
| Q2 2021 | $11,382,000 | +7.0% | 241,090 | +3.7% | 1.46% | -0.1% |
| Q1 2021 | $10,638,000 | +12.4% | 232,477 | -0.8% | 1.46% | +8.3% |
| Q4 2020 | $9,467,000 | +14.8% | 234,328 | -7.3% | 1.35% | +8.6% |
| Q3 2020 | $8,250,000 | -9.5% | 252,826 | -13.3% | 1.24% | -14.2% |
| Q2 2020 | $9,118,000 | +24.2% | 291,774 | +0.7% | 1.44% | +5.6% |
| Q1 2020 | $7,339,000 | +61.3% | 289,731 | +130.7% | 1.37% | +93.4% |
| Q4 2019 | $4,550,000 | +9.3% | 125,598 | +2.2% | 0.71% | +2.0% |
| Q3 2019 | $4,164,000 | +5.2% | 122,866 | +5.8% | 0.69% | +0.4% |
| Q2 2019 | $3,957,000 | +9.0% | 116,144 | +6.7% | 0.69% | +1.5% |
| Q1 2019 | $3,629,000 | +18.1% | 108,879 | +4.3% | 0.68% | +4.4% |
| Q4 2018 | $3,072,000 | -4.5% | 104,424 | +17.3% | 0.65% | -0.3% |
| Q3 2018 | $3,218,000 | +15.3% | 89,027 | +11.2% | 0.65% | +6.0% |
| Q2 2018 | $2,792,000 | – | 80,060 | – | 0.62% | – |
Download | ||||||
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% |