SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $683,869 | -29.1% | 15,617 | -25.7% | 0.30% | -26.2% |
Q2 2023 | $965,113 | +1.7% | 21,031 | -2.6% | 0.41% | +23.6% |
Q1 2023 | $949,148 | -3.5% | 21,601 | -6.6% | 0.33% | -3.5% |
Q4 2022 | $983,322 | +6.7% | 23,137 | -3.2% | 0.34% | -11.8% |
Q3 2022 | $922,000 | -13.8% | 23,900 | -11.2% | 0.39% | -22.4% |
Q2 2022 | $1,069,000 | -18.6% | 26,925 | -3.4% | 0.50% | -0.8% |
Q1 2022 | $1,314,000 | -10.7% | 27,867 | -5.9% | 0.50% | -1.0% |
Q4 2021 | $1,472,000 | +12.5% | 29,603 | +4.4% | 0.51% | +7.6% |
Q3 2021 | $1,309,000 | -4.0% | 28,358 | -1.9% | 0.47% | -3.7% |
Q2 2021 | $1,364,000 | -3.6% | 28,901 | -6.5% | 0.49% | -14.3% |
Q1 2021 | $1,415,000 | +6.0% | 30,921 | -6.4% | 0.57% | -0.3% |
Q4 2020 | $1,335,000 | +22.1% | 33,043 | -1.4% | 0.58% | +11.0% |
Q3 2020 | $1,093,000 | -0.3% | 33,496 | -4.5% | 0.52% | -6.8% |
Q2 2020 | $1,096,000 | -11.8% | 35,070 | -28.5% | 0.56% | -24.5% |
Q1 2020 | $1,243,000 | -61.1% | 49,070 | -44.4% | 0.74% | -47.7% |
Q4 2019 | $3,195,000 | +25.0% | 88,181 | +17.0% | 1.41% | +26.8% |
Q3 2019 | $2,555,000 | +3.4% | 75,393 | +3.9% | 1.11% | +0.1% |
Q2 2019 | $2,471,000 | +10.8% | 72,530 | +8.4% | 1.11% | +9.1% |
Q1 2019 | $2,230,000 | +437.3% | 66,902 | +373.8% | 1.02% | +309.2% |
Q4 2018 | $415,000 | -21.1% | 14,120 | -2.9% | 0.25% | -16.7% |
Q3 2018 | $526,000 | -41.6% | 14,537 | -43.7% | 0.30% | -34.4% |
Q2 2018 | $900,000 | -9.8% | 25,810 | -14.2% | 0.46% | -13.8% |
Q1 2018 | $998,000 | – | 30,099 | – | 0.53% | – |
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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% |