SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 182 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $923,937 | -90.5% | 17,321 | -91.4% | 0.04% | -91.5% |
| Q4 2023 | $9,757,606 | +23.5% | 200,279 | +11.0% | 0.45% | +9.8% |
| Q3 2023 | $7,903,355 | -2.7% | 180,483 | +1.9% | 0.41% | -2.4% |
| Q2 2023 | $8,124,772 | +5.5% | 177,048 | +1.0% | 0.42% | -14.7% |
| Q1 2023 | $7,702,062 | -24.0% | 175,286 | -26.5% | 0.49% | -31.9% |
| Q4 2022 | $10,139,652 | +18.6% | 238,580 | +7.6% | 0.72% | +10.3% |
| Q3 2022 | $8,548,000 | +8.9% | 221,681 | +12.1% | 0.65% | +10.3% |
| Q2 2022 | $7,847,000 | -5.4% | 197,709 | +12.4% | 0.59% | +10.1% |
| Q1 2022 | $8,297,000 | +2.5% | 175,929 | +8.1% | 0.54% | +13.6% |
| Q4 2021 | $8,097,000 | +101.0% | 162,780 | +86.5% | 0.47% | +69.8% |
| Q3 2021 | $4,029,000 | -2.4% | 87,286 | -0.2% | 0.28% | -17.8% |
| Q2 2021 | $4,128,000 | +4.2% | 87,430 | +1.0% | 0.34% | -15.3% |
| Q1 2021 | $3,962,000 | -11.7% | 86,598 | -22.0% | 0.40% | -56.5% |
| Q4 2020 | $4,487,000 | +17.6% | 111,071 | +0.7% | 0.92% | +11.8% |
| Q3 2020 | $3,816,000 | +3.9% | 110,345 | +3.3% | 0.82% | +0.9% |
| Q2 2020 | $3,671,000 | -99.9% | 106,829 | +7.3% | 0.81% | +8.7% |
| Q1 2020 | $2,668,391,000 | -86.2% | 99,604 | -81.3% | 0.75% | -84.1% |
| Q4 2019 | $19,321,980,000 | +24.2% | 532,726 | +12.4% | 4.70% | +2.1% |
| Q3 2019 | $15,556,130,000 | +100927.0% | 473,983 | +4.2% | 4.60% | -10.4% |
| Q2 2019 | $15,398,000 | -99.9% | 454,896 | +10.7% | 5.14% | +1.6% |
| Q1 2019 | $13,966,425,000 | +107832.2% | 410,898 | +4.8% | 5.06% | -17.2% |
| Q4 2018 | $12,940,000 | +724.7% | 392,129 | +695.5% | 6.11% | +1434.2% |
| Q3 2018 | $1,569,000 | +230.3% | 49,295 | +269.4% | 0.40% | +234.5% |
| Q2 2018 | $475,000 | – | 13,343 | – | 0.12% | – |
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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% |