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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27 | -3.6% | 620 | +0.5% | 0.01% | 0.0% |
Q2 2023 | $28 | +3.7% | 617 | +0.3% | 0.01% | 0.0% |
Q1 2023 | $27 | +3.8% | 615 | +0.5% | 0.01% | -9.1% |
Q4 2022 | $26 | -99.9% | 612 | +0.3% | 0.01% | +10.0% |
Q3 2022 | $24,000 | 0.0% | 610 | +0.5% | 0.01% | 0.0% |
Q2 2022 | $24,000 | +1100.0% | 607 | +1191.5% | 0.01% | +900.0% |
Q1 2022 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $2,000 | -85.7% | 47 | -89.5% | 0.00% | -85.7% |
Q2 2020 | $14,000 | -22.2% | 446 | -37.9% | 0.01% | -22.2% |
Q1 2020 | $18,000 | -99.8% | 718 | -99.7% | 0.01% | -99.8% |
Q4 2019 | $10,350,000 | +4.7% | 285,669 | -2.0% | 4.91% | -4.6% |
Q3 2019 | $9,884,000 | -0.4% | 291,641 | +0.2% | 5.15% | -0.4% |
Q2 2019 | $9,921,000 | +3.8% | 291,201 | +1.5% | 5.17% | -2.2% |
Q1 2019 | $9,560,000 | +77.7% | 286,839 | +92.7% | 5.29% | +95.5% |
Q3 2018 | $5,380,000 | +4.1% | 148,827 | +0.5% | 2.70% | -2.9% |
Q2 2018 | $5,167,000 | +0.1% | 148,149 | -4.8% | 2.78% | -7.9% |
Q1 2018 | $5,161,000 | – | 155,627 | – | 3.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |