SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,592,193 | +8.1% | 73,731 | -2.8% | 0.12% | -8.8% |
| Q3 2023 | $3,323,328 | -6.0% | 75,892 | -1.5% | 0.14% | -9.3% |
| Q2 2023 | $3,536,944 | +2.7% | 77,074 | -1.6% | 0.15% | -6.2% |
| Q1 2023 | $3,443,363 | +1.3% | 78,365 | -2.0% | 0.16% | -9.1% |
| Q4 2022 | $3,399,400 | +4.7% | 79,986 | -5.0% | 0.18% | -6.9% |
| Q3 2022 | $3,246,000 | -5.6% | 84,188 | -2.8% | 0.19% | -11.3% |
| Q2 2022 | $3,437,000 | -20.7% | 86,603 | -5.7% | 0.21% | +7.6% |
| Q1 2022 | $4,333,000 | -3.3% | 91,869 | +2.0% | 0.20% | -10.8% |
| Q4 2021 | $4,480,000 | +1.0% | 90,075 | -6.3% | 0.22% | -35.1% |
| Q3 2021 | $4,436,000 | -6.6% | 96,110 | -4.5% | 0.34% | -11.4% |
| Q2 2021 | $4,751,000 | -3.3% | 100,629 | -6.3% | 0.39% | -20.9% |
| Q1 2021 | $4,915,000 | -9.5% | 107,418 | -20.1% | 0.49% | -24.9% |
| Q4 2020 | $5,432,000 | +1.9% | 134,462 | -17.7% | 0.65% | -16.5% |
| Q3 2020 | $5,331,000 | -1.1% | 163,366 | -5.3% | 0.78% | -7.7% |
| Q2 2020 | $5,391,000 | +1.6% | 172,502 | -17.7% | 0.84% | -5.5% |
| Q1 2020 | $5,306,000 | -42.7% | 209,492 | -18.1% | 0.89% | -43.7% |
| Q4 2019 | $9,267,000 | +6.2% | 255,778 | -0.6% | 1.58% | +0.4% |
| Q3 2019 | $8,723,000 | +1.5% | 257,403 | +2.1% | 1.58% | +2.3% |
| Q2 2019 | $8,591,000 | +9.7% | 252,171 | +7.3% | 1.54% | +4.3% |
| Q1 2019 | $7,831,000 | +21.6% | 234,948 | +7.3% | 1.48% | +13.1% |
| Q4 2018 | $6,441,000 | +14.8% | 218,947 | +41.0% | 1.31% | +6.4% |
| Q3 2018 | $5,613,000 | – | 155,271 | – | 1.23% | – |
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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% |