SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 327 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $810,078 | -71.4% | 15,791 | -70.2% | 0.04% | -67.9% |
| Q1 2024 | $2,827,554 | +96700.9% | 53,010 | -11.6% | 0.11% | -55.0% |
| Q4 2023 | $2,921 | +25.4% | 59,956 | +12.6% | 0.24% | -8.3% |
| Q3 2023 | $2,330 | +1.5% | 53,234 | +6.4% | 0.26% | +6.5% |
| Q2 2023 | $2,296 | +14.1% | 50,029 | +9.2% | 0.25% | +5.5% |
| Q1 2023 | $2,012 | +12.7% | 45,797 | +8.9% | 0.24% | +24.3% |
| Q4 2022 | $1,786 | -99.9% | 42,036 | +23.5% | 0.19% | +32.2% |
| Q3 2022 | $1,312,000 | +20.3% | 34,029 | +23.8% | 0.14% | -2.1% |
| Q2 2022 | $1,091,000 | -73.1% | 27,487 | -68.0% | 0.15% | -59.0% |
| Q1 2022 | $4,054,000 | -5.0% | 85,934 | +0.2% | 0.36% | +2.3% |
| Q4 2021 | $4,267,000 | +268.5% | 85,776 | +241.4% | 0.35% | +266.3% |
| Q3 2021 | $1,158,000 | -41.4% | 25,124 | -39.9% | 0.10% | -62.0% |
| Q2 2021 | $1,977,000 | +45.6% | 41,835 | +41.2% | 0.25% | +17.9% |
| Q1 2021 | $1,358,000 | +11.7% | 29,630 | -2.0% | 0.21% | +8.7% |
| Q4 2020 | $1,216,000 | +35.1% | 30,222 | +9.5% | 0.20% | -28.3% |
| Q3 2020 | $900,000 | +20.0% | 27,612 | +15.2% | 0.27% | -12.3% |
| Q2 2020 | $750,000 | -27.0% | 23,969 | -15.5% | 0.31% | -43.8% |
| Q4 2019 | $1,027,000 | -58.4% | 28,359 | -61.0% | 0.55% | -0.5% |
| Q3 2019 | $2,467,000 | – | 72,786 | – | 0.56% | – |
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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% |