SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $935,000 | +303.0% | 24,242 | +278.3% | 0.07% | +130.0% |
| Q4 2019 | $232,000 | -25.4% | 6,408 | -30.2% | 0.03% | -36.2% |
| Q3 2019 | $311,000 | -12.6% | 9,181 | -12.1% | 0.05% | -16.1% |
| Q2 2019 | $356,000 | -0.6% | 10,445 | -2.8% | 0.06% | -30.9% |
| Q1 2019 | $358,000 | -30.6% | 10,751 | -38.6% | 0.08% | -45.3% |
| Q4 2018 | $516,000 | -32.7% | 17,524 | -17.4% | 0.15% | -26.0% |
| Q3 2018 | $767,000 | +14.8% | 21,219 | +10.8% | 0.20% | +7.0% |
| Q2 2018 | $668,000 | -25.7% | 19,151 | -29.3% | 0.19% | +24.7% |
| Q1 2018 | $899,000 | – | 27,098 | – | 0.15% | – |
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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% |