SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,587,000 | -2.2% | 33,607 | -1.5% | 0.53% | +0.4% |
| Q1 2021 | $1,623,000 | -40.7% | 34,121 | -49.7% | 0.53% | +826.3% |
| Q4 2020 | $2,738,000 | +12.0% | 67,784 | -9.5% | 0.06% | -39.4% |
| Q3 2020 | $2,445,000 | +68.7% | 74,928 | +61.6% | 0.09% | +59.3% |
| Q2 2020 | $1,449,000 | +23.5% | 46,368 | +0.2% | 0.06% | -6.3% |
| Q1 2020 | $1,173,000 | -87.3% | 46,296 | -81.8% | 0.06% | -80.8% |
| Q4 2019 | $9,201,000 | -45.9% | 253,959 | -49.4% | 0.33% | -50.1% |
| Q3 2019 | $17,017,000 | +9.5% | 502,112 | +10.1% | 0.66% | +0.5% |
| Q2 2019 | $15,535,000 | +68.0% | 455,976 | +64.4% | 0.65% | +61.5% |
| Q1 2019 | $9,245,000 | +45.7% | 277,369 | +58.0% | 0.40% | +45.2% |
| Q4 2018 | $6,346,000 | 0.0% | 175,548 | 0.0% | 0.28% | 0.0% |
| Q3 2018 | $6,346,000 | +25.4% | 175,548 | +21.0% | 0.28% | +15.3% |
| Q2 2018 | $5,062,000 | +24.7% | 145,137 | +18.6% | 0.24% | +1.7% |
| Q1 2018 | $4,059,000 | +7.2% | 122,402 | +7.8% | 0.24% | -4.4% |
| Q4 2017 | $3,786,000 | – | 113,497 | – | 0.25% | – |
Download | ||||||
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% |