SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255 | -85.7% | 5,549 | -86.3% | 0.02% | -84.1% |
| Q1 2023 | $1,784 | -100.0% | 40,597 | -5.9% | 0.14% | -9.4% |
| Q4 2022 | $1,832,941,760 | +104819.4% | 43,128 | -4.8% | 0.16% | -6.4% |
| Q3 2022 | $1,747,000 | -0.7% | 45,312 | +2.2% | 0.17% | -3.9% |
| Q2 2022 | $1,760,000 | -19.8% | 44,342 | -4.7% | 0.18% | -3.3% |
| Q1 2022 | $2,195,000 | -7.0% | 46,537 | -1.6% | 0.18% | -8.5% |
| Q4 2021 | $2,361,000 | +12.9% | 47,310 | +4.4% | 0.20% | -13.0% |
| Q3 2021 | $2,092,000 | -2.8% | 45,315 | -0.8% | 0.23% | -23.5% |
| Q2 2021 | $2,153,000 | +7.3% | 45,670 | +4.2% | 0.30% | +18.0% |
| Q1 2021 | $2,006,000 | +28.0% | 43,840 | +13.0% | 0.26% | +15.3% |
| Q4 2020 | $1,567,000 | +31.8% | 38,791 | +8.9% | 0.22% | +24.0% |
| Q3 2020 | $1,189,000 | -6.2% | 35,617 | +1.9% | 0.18% | -18.6% |
| Q4 2019 | $1,267,000 | +14.5% | 34,970 | +7.0% | 0.22% | +3.8% |
| Q3 2019 | $1,107,000 | +2.6% | 32,677 | +3.2% | 0.21% | +1.4% |
| Q2 2019 | $1,079,000 | -4.4% | 31,675 | -6.5% | 0.21% | -11.4% |
| Q1 2019 | $1,129,000 | +0.2% | 33,875 | -11.6% | 0.24% | -13.9% |
| Q4 2018 | $1,127,000 | +2.2% | 38,323 | +25.6% | 0.27% | +11.8% |
| Q3 2018 | $1,103,000 | -0.1% | 30,503 | -3.6% | 0.24% | -6.8% |
| Q2 2018 | $1,104,000 | – | 31,643 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |