SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $78,000 | -31.6% | 1,953 | -19.0% | 0.02% | -20.0% |
| Q1 2022 | $114,000 | -5.8% | 2,412 | -0.5% | 0.02% | 0.0% |
| Q4 2021 | $121,000 | +40.7% | 2,423 | +30.6% | 0.02% | +33.3% |
| Q3 2021 | $86,000 | +7.5% | 1,855 | +9.4% | 0.02% | 0.0% |
| Q2 2021 | $80,000 | +105.1% | 1,695 | +99.4% | 0.02% | +66.7% |
| Q1 2021 | $39,000 | +21.9% | 850 | +7.5% | 0.01% | +12.5% |
| Q4 2020 | $32,000 | +23.1% | 791 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +4.0% | 791 | 0.0% | 0.01% | -20.0% |
| Q2 2020 | $25,000 | -16.7% | 791 | -34.2% | 0.01% | -28.6% |
| Q1 2020 | $30,000 | -43.4% | 1,203 | -17.9% | 0.01% | -30.0% |
| Q4 2019 | $53,000 | +12.8% | 1,465 | +5.5% | 0.02% | -4.8% |
| Q3 2019 | $47,000 | +104.3% | 1,389 | +105.2% | 0.02% | +110.0% |
| Q2 2019 | $23,000 | +9.5% | 677 | +6.6% | 0.01% | -9.1% |
| Q1 2019 | $21,000 | +133.3% | 635 | +97.2% | 0.01% | +83.3% |
| Q4 2018 | $9,000 | – | 322 | – | 0.01% | – |
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% |