SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,073,594 | +11.8% | 22,036 | +0.5% | 0.11% | -1.8% |
| Q3 2023 | $960,490 | -4.5% | 21,934 | +0.0% | 0.11% | -21.1% |
| Q2 2023 | $1,006,184 | +6.8% | 21,926 | +2.3% | 0.14% | +32.7% |
| Q1 2023 | $942,118 | -7.3% | 21,441 | -1.3% | 0.11% | +50.7% |
| Q4 2022 | $1,016,790 | -0.3% | 21,717 | -6.7% | 0.07% | 0.0% |
| Q1 2022 | $1,020,000 | -4.9% | 23,283 | +0.2% | 0.07% | 0.0% |
| Q4 2021 | $1,072,000 | -5.6% | 23,229 | +0.4% | 0.07% | -6.6% |
| Q3 2021 | $1,136,000 | +1.5% | 23,137 | -0.6% | 0.08% | -3.8% |
| Q2 2021 | $1,119,000 | +3.9% | 23,285 | +3.6% | 0.08% | -6.0% |
| Q1 2021 | $1,077,000 | +19.3% | 22,476 | +7.0% | 0.08% | +9.1% |
| Q4 2020 | $903,000 | +14.9% | 21,009 | -2.8% | 0.08% | 0.0% |
| Q3 2020 | $786,000 | +1.0% | 21,617 | -4.7% | 0.08% | -4.9% |
| Q2 2020 | $778,000 | +16.3% | 22,690 | -6.6% | 0.08% | -6.9% |
| Q1 2020 | $669,000 | -10.4% | 24,292 | +19.5% | 0.09% | -1.1% |
| Q4 2019 | $747,000 | -31.7% | 20,335 | -35.1% | 0.09% | -41.3% |
| Q3 2019 | $1,094,000 | +41.9% | 31,325 | +34.9% | 0.15% | +29.3% |
| Q2 2019 | $771,000 | +75.2% | 23,215 | +76.6% | 0.12% | +68.1% |
| Q1 2019 | $440,000 | +12.2% | 13,143 | +14.0% | 0.07% | +9.5% |
| Q4 2018 | $392,000 | +56.8% | 11,526 | +48.4% | 0.06% | +37.0% |
| Q3 2018 | $250,000 | – | 7,769 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |