SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,541,044 | -4.7% | 149,373 | -0.1% | 1.38% | -1.6% |
| Q2 2023 | $6,860,877 | +5.7% | 149,507 | +1.2% | 1.40% | +1.2% |
| Q1 2023 | $6,490,905 | +6.0% | 147,722 | +2.5% | 1.39% | -0.7% |
| Q4 2022 | $6,125,865 | +8.5% | 144,138 | -1.6% | 1.40% | -9.8% |
| Q3 2022 | $5,646,000 | -0.4% | 146,433 | +2.5% | 1.55% | +1.6% |
| Q2 2022 | $5,668,000 | +30.8% | 142,810 | +55.4% | 1.52% | -22.7% |
| Q1 2022 | $4,333,000 | -34.3% | 91,886 | -30.7% | 1.97% | +6.1% |
| Q4 2021 | $6,596,000 | +6.8% | 132,615 | -0.9% | 1.86% | -10.6% |
| Q3 2021 | $6,176,000 | +3.4% | 133,792 | +5.7% | 2.08% | -4.3% |
| Q2 2021 | $5,975,000 | +5.0% | 126,552 | +1.8% | 2.17% | -11.7% |
| Q1 2021 | $5,690,000 | +7.8% | 124,345 | -4.8% | 2.46% | +3.3% |
| Q4 2020 | $5,279,000 | +21.6% | 130,679 | -1.8% | 2.38% | +5.9% |
| Q3 2020 | $4,342,000 | +3.0% | 133,077 | -1.4% | 2.25% | -3.2% |
| Q2 2020 | $4,216,000 | +28.4% | 134,904 | +4.1% | 2.32% | +8.5% |
| Q1 2020 | $3,283,000 | -12.1% | 129,613 | +25.8% | 2.14% | +11.1% |
| Q4 2019 | $3,733,000 | +5.8% | 103,039 | -1.1% | 1.93% | +0.8% |
| Q3 2019 | $3,530,000 | +4.9% | 104,174 | +5.4% | 1.91% | +4.3% |
| Q2 2019 | $3,366,000 | +2.1% | 98,806 | -0.1% | 1.83% | +0.1% |
| Q1 2019 | $3,298,000 | +22.3% | 98,938 | +7.9% | 1.83% | +8.5% |
| Q4 2018 | $2,697,000 | -13.4% | 91,681 | +6.4% | 1.69% | -2.6% |
| Q3 2018 | $3,114,000 | +2.5% | 86,150 | -1.1% | 1.73% | -1.9% |
| Q2 2018 | $3,037,000 | +7.4% | 87,082 | +2.1% | 1.77% | +5.1% |
| Q1 2018 | $2,829,000 | – | 85,325 | – | 1.68% | – |
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% |