SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $349,127 | 0.0% | 6,545 | 0.0% | 0.06% | 0.0% |
Q1 2024 | $349,127 | +8.0% | 6,545 | -1.3% | 0.06% | 0.0% |
Q4 2023 | $323,161 | +10.3% | 6,633 | -0.9% | 0.06% | 0.0% |
Q3 2023 | $293,028 | -5.2% | 6,692 | -0.7% | 0.06% | 0.0% |
Q2 2023 | $309,175 | +8.1% | 6,737 | +0.4% | 0.06% | -36.0% |
Q1 2023 | $286,045 | -4.9% | 6,707 | +1.1% | 0.09% | -7.3% |
Q4 2022 | $300,877 | +17.5% | 6,635 | -0.3% | 0.10% | -4.0% |
Q3 2022 | $256,000 | -6.2% | 6,653 | -3.4% | 0.10% | -36.3% |
Q2 2022 | $273,000 | -18.3% | 6,886 | -2.7% | 0.16% | -7.6% |
Q1 2022 | $334,000 | -27.2% | 7,080 | -23.2% | 0.17% | -36.3% |
Q4 2021 | $459,000 | +8.3% | 9,222 | +0.4% | 0.27% | +37.6% |
Q3 2021 | $424,000 | +20.8% | 9,188 | +23.6% | 0.19% | +26.8% |
Q2 2021 | $351,000 | – | 7,436 | – | 0.15% | – |
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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% |