SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 225 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,491,964 | +2.3% | 513,632 | +7.2% | 1.03% | +5.0% |
| Q2 2023 | $21,994,778 | -16.4% | 479,293 | -19.9% | 0.98% | -12.9% |
| Q1 2023 | $26,299,649 | +5.7% | 598,535 | +2.2% | 1.13% | -5.0% |
| Q4 2022 | $24,883,518 | +29.0% | 585,495 | +17.0% | 1.19% | +8.0% |
| Q3 2022 | $19,294,000 | -12.1% | 500,363 | -9.5% | 1.10% | -17.0% |
| Q2 2022 | $21,938,000 | +15.0% | 552,740 | +36.6% | 1.33% | +14.5% |
| Q1 2022 | $19,082,000 | +14.6% | 404,632 | +20.9% | 1.16% | +16.4% |
| Q4 2021 | $16,652,000 | +46.8% | 334,782 | +36.3% | 1.00% | +34.2% |
| Q3 2021 | $11,342,000 | +17.5% | 245,710 | +20.2% | 0.74% | +14.9% |
| Q2 2021 | $9,651,000 | +122.4% | 204,437 | +115.6% | 0.65% | +105.7% |
| Q1 2021 | $4,339,000 | +661.2% | 94,831 | +572.1% | 0.31% | +515.7% |
| Q4 2020 | $570,000 | +8042.9% | 14,109 | +5049.3% | 0.05% | +5000.0% |
| Q1 2020 | $7,000 | +75.0% | 274 | +174.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 100 | -1.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 101 | +1.0% | 0.00% | -100.0% |
| Q1 2019 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |