SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,474,422 | -63.5% | 33,672 | -46.0% | 0.07% | -25.8% |
| Q2 2023 | $4,038,274 | +29.3% | 62,408 | +66.9% | 0.09% | -34.6% |
| Q1 2023 | $3,122,272 | +12622.7% | 37,386 | -87.2% | 0.14% | -79.3% |
| Q4 2022 | $24,541 | -99.9% | 293,118 | -2.2% | 0.66% | +0.3% |
| Q3 2022 | $25,111,000 | +30.1% | 299,841 | +29.9% | 0.65% | +7.7% |
| Q2 2022 | $19,307,000 | -22.5% | 230,799 | -22.5% | 0.61% | +95.2% |
| Q1 2022 | $24,926,000 | +664.4% | 297,924 | +355.8% | 0.31% | +385.9% |
| Q4 2021 | $3,261,000 | +28.9% | 65,361 | +20.1% | 0.06% | +25.5% |
| Q3 2021 | $2,530,000 | +3.0% | 54,443 | +4.4% | 0.05% | 0.0% |
| Q2 2021 | $2,457,000 | +70.0% | 52,144 | +64.9% | 0.05% | +82.1% |
| Q1 2021 | $1,445,000 | +77.7% | 31,618 | +57.9% | 0.03% | -15.2% |
| Q4 2020 | $813,000 | +20.3% | 20,029 | -3.1% | 0.03% | -17.5% |
| Q3 2020 | $676,000 | -41.1% | 20,672 | -44.4% | 0.04% | -56.0% |
| Q2 2020 | $1,147,000 | -12.0% | 37,195 | -26.3% | 0.09% | -31.1% |
| Q1 2020 | $1,304,000 | -67.5% | 50,448 | -54.6% | 0.13% | -56.3% |
| Q4 2019 | $4,018,000 | -46.9% | 111,046 | -50.5% | 0.30% | -40.4% |
| Q3 2019 | $7,566,000 | +10708.6% | 224,387 | +10580.0% | 0.51% | +4970.0% |
| Q1 2019 | $70,000 | -97.9% | 2,101 | -98.1% | 0.01% | -95.0% |
| Q4 2018 | $3,264,000 | -35.8% | 111,827 | -20.5% | 0.20% | -3.9% |
| Q3 2018 | $5,083,000 | +61.4% | 140,599 | +55.7% | 0.21% | +56.8% |
| Q2 2018 | $3,149,000 | +215.5% | 90,274 | +201.9% | 0.13% | +193.3% |
| Q1 2018 | $998,000 | 0.0% | 29,902 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $998,000 | +99700.0% | 29,902 | +332144.4% | 0.04% | – |
| Q4 2016 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | -98.6% | 9 | -99.6% | 0.00% | -100.0% |
| Q1 2016 | $70,000 | – | 2,101 | – | 0.01% | – |
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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% |