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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,758,290 | -11.1% | 565,387 | -6.9% | 3.10% | -1.5% |
| Q2 2023 | $27,853,721 | -23.7% | 606,967 | -27.8% | 3.14% | +1.4% |
| Q1 2023 | $36,500,572 | +166.9% | 841,235 | +161.5% | 3.10% | +120.6% |
| Q4 2022 | $13,673,229 | +35.1% | 321,723 | +22.6% | 1.41% | +29.5% |
| Q3 2022 | $10,119,000 | -31.5% | 262,414 | -29.5% | 1.09% | -20.4% |
| Q2 2022 | $14,772,000 | -45.0% | 372,174 | -34.7% | 1.36% | -37.1% |
| Q1 2022 | $26,866,000 | -11.0% | 569,683 | -8.0% | 2.17% | -9.9% |
| Q4 2021 | $30,178,000 | -18.2% | 619,554 | -19.2% | 2.41% | -4.3% |
| Q3 2021 | $36,898,000 | +74.9% | 766,566 | +71.6% | 2.51% | -7.0% |
| Q2 2021 | $21,092,000 | +16.4% | 446,771 | +12.9% | 2.70% | -3.9% |
| Q1 2021 | $18,114,000 | +23.8% | 395,854 | +14.9% | 2.81% | +13.3% |
| Q4 2020 | $14,627,000 | +76.3% | 344,403 | +43.8% | 2.48% | +49.5% |
| Q3 2020 | $8,295,000 | +22.3% | 239,467 | +13.7% | 1.66% | +14.6% |
| Q2 2020 | $6,782,000 | +83.7% | 210,557 | +48.5% | 1.45% | +66.6% |
| Q1 2020 | $3,692,000 | -26.3% | 141,751 | +2.6% | 0.87% | -20.0% |
| Q4 2019 | $5,007,000 | +45.9% | 138,199 | +36.5% | 1.09% | +32.9% |
| Q3 2019 | $3,431,000 | +55.8% | 101,241 | +56.7% | 0.82% | +47.1% |
| Q2 2019 | $2,202,000 | +979.4% | 64,622 | +174.3% | 0.56% | +875.4% |
| Q1 2019 | $204,000 | -78.9% | 23,560 | -28.3% | 0.06% | -81.6% |
| Q4 2018 | $966,000 | +84.0% | 32,851 | +126.4% | 0.31% | +100.6% |
| Q3 2018 | $525,000 | -63.9% | 14,513 | -67.0% | 0.15% | -72.2% |
| Q1 2018 | $1,456,000 | – | 43,917 | – | 0.55% | – |
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% |