SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30,566,534 | +5.9% | 595,838 | +10.1% | 2.52% | -1.6% |
| Q1 2024 | $28,874,520 | +12.2% | 541,329 | +2.5% | 2.56% | +0.7% |
| Q4 2023 | $25,734,047 | +13.9% | 528,203 | +2.3% | 2.54% | -1.7% |
| Q3 2023 | $22,601,472 | -17.2% | 516,132 | -13.2% | 2.59% | -15.7% |
| Q2 2023 | $27,280,255 | +7.8% | 594,470 | +3.2% | 3.07% | -5.0% |
| Q1 2023 | $25,312,896 | +2.6% | 576,078 | -0.8% | 3.23% | -5.2% |
| Q4 2022 | $24,674,046 | +13.1% | 580,565 | +2.6% | 3.41% | +6.0% |
| Q3 2022 | $21,815,000 | +0.1% | 565,738 | +3.1% | 3.22% | +6.0% |
| Q2 2022 | $21,789,000 | -17.9% | 548,979 | -2.4% | 3.04% | -8.4% |
| Q1 2022 | $26,535,000 | -10.8% | 562,660 | -5.9% | 3.31% | -8.2% |
| Q4 2021 | $29,739,000 | +10.8% | 597,889 | +2.9% | 3.61% | -1.3% |
| Q3 2021 | $26,833,000 | +2.7% | 581,306 | +5.0% | 3.66% | -26.3% |
| Q2 2021 | $26,139,000 | +8.9% | 553,675 | +5.5% | 4.96% | +2.0% |
| Q1 2021 | $24,001,000 | +12.4% | 524,640 | -0.7% | 4.86% | -2.8% |
| Q4 2020 | $21,344,000 | +21.6% | 528,430 | -1.8% | 5.00% | +4.6% |
| Q3 2020 | $17,559,000 | +14.4% | 538,228 | +9.7% | 4.78% | +3.8% |
| Q2 2020 | $15,345,000 | +1216.0% | 490,530 | +966.7% | 4.60% | +988.7% |
| Q1 2020 | $1,166,000 | – | 45,985 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |