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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,371,617 | -32.5% | 556,546 | -29.3% | 2.30% | -28.6% |
| Q2 2023 | $36,101,803 | +7.2% | 786,704 | +2.6% | 3.22% | -2.5% |
| Q1 2023 | $33,676,509 | +12.0% | 766,419 | -1.7% | 3.31% | -1.2% |
| Q3 2022 | $30,058,000 | -5.3% | 779,515 | -2.5% | 3.35% | -4.8% |
| Q2 2022 | $31,724,000 | -2.9% | 799,291 | +15.4% | 3.52% | +10.8% |
| Q1 2022 | $32,662,000 | +6969.7% | 692,576 | +7383.3% | 3.17% | +7113.6% |
| Q4 2021 | $462,000 | +26.9% | 9,255 | +17.5% | 0.04% | +12.8% |
| Q3 2021 | $364,000 | +18.2% | 7,877 | +20.8% | 0.04% | +21.9% |
| Q2 2021 | $308,000 | +4.1% | 6,522 | +0.7% | 0.03% | -8.6% |
| Q1 2021 | $296,000 | +28.1% | 6,478 | +13.1% | 0.04% | +20.7% |
| Q4 2020 | $231,000 | – | 5,729 | – | 0.03% | – |
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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% |