SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 458 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,992,133 | -8.6% | 38,833 | -5.0% | 0.57% | -11.1% |
| Q1 2024 | $2,179,419 | +4.8% | 40,859 | -4.3% | 0.64% | -1.4% |
| Q4 2023 | $2,079,126 | +6.0% | 42,675 | -0.1% | 0.65% | +1.9% |
| Q2 2023 | $1,961,109 | +5.3% | 42,735 | +0.9% | 0.64% | +0.8% |
| Q1 2023 | $1,861,914 | +1.2% | 42,374 | -2.1% | 0.63% | -6.1% |
| Q4 2022 | $1,840,420 | +5.0% | 43,304 | -4.8% | 0.67% | -1.2% |
| Q3 2022 | $1,753,000 | +2.8% | 45,464 | +5.9% | 0.68% | +8.1% |
| Q2 2022 | $1,705,000 | -16.0% | 42,947 | -0.2% | 0.63% | -4.5% |
| Q1 2022 | $2,030,000 | -10.2% | 43,053 | -5.3% | 0.66% | -5.8% |
| Q4 2021 | $2,261,000 | +10.8% | 45,457 | +2.8% | 0.70% | +5.9% |
| Q3 2021 | $2,040,000 | +0.7% | 44,204 | +3.0% | 0.66% | -1.6% |
| Q2 2021 | $2,026,000 | -5.8% | 42,925 | -8.6% | 0.67% | -17.0% |
| Q1 2021 | $2,150,000 | +0.2% | 46,983 | -11.5% | 0.81% | -4.0% |
| Q4 2020 | $2,145,000 | +24.5% | 53,097 | +0.6% | 0.84% | +14.2% |
| Q3 2020 | $1,723,000 | -9.7% | 52,799 | -13.5% | 0.74% | -15.0% |
| Q2 2020 | $1,908,000 | +57.4% | 61,066 | +27.6% | 0.87% | +34.8% |
| Q1 2020 | $1,212,000 | -33.0% | 47,851 | -4.2% | 0.65% | -20.0% |
| Q4 2019 | $1,809,000 | +7.6% | 49,930 | +0.6% | 0.81% | -0.1% |
| Q3 2019 | $1,682,000 | +4.9% | 49,637 | +5.4% | 0.81% | +2.8% |
| Q2 2019 | $1,604,000 | -2.0% | 47,083 | -4.1% | 0.79% | -9.3% |
| Q1 2019 | $1,636,000 | +21.6% | 49,082 | +7.3% | 0.87% | +8.0% |
| Q4 2018 | $1,345,000 | -19.7% | 45,726 | -1.3% | 0.80% | -12.0% |
| Q3 2018 | $1,674,000 | +3.2% | 46,305 | -0.4% | 0.91% | -2.8% |
| Q2 2018 | $1,622,000 | +8.3% | 46,509 | +2.9% | 0.94% | +33.8% |
| Q1 2018 | $1,498,000 | -0.8% | 45,189 | -0.4% | 0.70% | -6.3% |
| Q4 2017 | $1,510,000 | – | 45,392 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |