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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $582,579 | -2.2% | 13,618 | -2.9% | 0.21% | +7.0% |
| Q1 2023 | $595,782 | +9.6% | 14,018 | -0.6% | 0.20% | +13.1% |
| Q4 2022 | $543,780 | -0.0% | 14,102 | 0.0% | 0.18% | -0.6% |
| Q3 2022 | $544,000 | +164.1% | 14,102 | +172.0% | 0.18% | +139.2% |
| Q2 2022 | $206,000 | -17.9% | 5,185 | -2.7% | 0.07% | -15.9% |
| Q1 2022 | $251,000 | -9.1% | 5,330 | -4.0% | 0.09% | -16.2% |
| Q4 2021 | $276,000 | +7.0% | 5,553 | -0.6% | 0.10% | -9.5% |
| Q3 2021 | $258,000 | -6.9% | 5,584 | -4.9% | 0.12% | -2.5% |
| Q2 2021 | $277,000 | +1.1% | 5,871 | -2.1% | 0.12% | -4.0% |
| Q1 2021 | $274,000 | – | 5,995 | – | 0.12% | – |
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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% |