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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223 | -4.7% | 5,100 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $234 | +4.5% | 5,100 | 0.0% | 0.04% | -5.4% |
| Q1 2023 | $224 | +3.2% | 5,100 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $217 | -99.9% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $197,000 | -2.5% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $202,000 | -16.2% | 5,100 | 0.0% | 0.04% | -5.0% |
| Q1 2022 | $241,000 | -5.1% | 5,100 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $254,000 | +8.1% | 5,100 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $235,000 | -2.5% | 5,100 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $241,000 | +3.4% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $233,000 | +13.1% | 5,100 | 0.0% | 0.04% | -4.4% |
| Q4 2020 | $206,000 | +24.1% | 5,100 | 0.0% | 0.04% | +9.8% |
| Q3 2020 | $166,000 | +0.6% | 5,100 | -2.0% | 0.04% | -6.8% |
| Q2 2020 | $165,000 | +108.9% | 5,202 | +67.8% | 0.04% | +76.0% |
| Q1 2020 | $79,000 | -40.6% | 3,100 | -15.9% | 0.02% | -34.2% |
| Q3 2018 | $133,000 | +2560.0% | 3,687 | +5944.3% | 0.04% | +1166.7% |
| Q1 2015 | $5,000 | – | 61 | – | 0.00% | – |
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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% |