SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 107 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,523 | -5.9% | 4,785 | -1.4% | 0.04% | -2.6% |
| Q2 2023 | $222,732 | +4.6% | 4,854 | +0.1% | 0.04% | -2.5% |
| Q1 2023 | $212,974 | +3.5% | 4,847 | +0.1% | 0.04% | -11.1% |
| Q4 2022 | $205,749 | -10.2% | 4,841 | -0.4% | 0.04% | +2.3% |
| Q1 2022 | $229,000 | -5.4% | 4,861 | +0.1% | 0.04% | +7.3% |
| Q4 2021 | $242,000 | +8.0% | 4,856 | +0.1% | 0.04% | 0.0% |
| Q3 2021 | $224,000 | -2.2% | 4,853 | +0.2% | 0.04% | -2.4% |
| Q2 2021 | $229,000 | +3.6% | 4,845 | +0.1% | 0.04% | -4.5% |
| Q1 2021 | $221,000 | -62.0% | 4,839 | -69.8% | 0.04% | -75.4% |
| Q4 2019 | $581,000 | +21.0% | 16,037 | +13.3% | 0.18% | +11.9% |
| Q3 2019 | $480,000 | 0.0% | 14,149 | +0.4% | 0.16% | 0.0% |
| Q2 2019 | $480,000 | -0.4% | 14,087 | -2.6% | 0.16% | -4.2% |
| Q1 2019 | $482,000 | +50.6% | 14,467 | +33.0% | 0.17% | +27.5% |
| Q4 2018 | $320,000 | -81.0% | 10,877 | -76.6% | 0.13% | -77.6% |
| Q3 2018 | $1,683,000 | +350.0% | 46,543 | +334.4% | 0.58% | +311.3% |
| Q2 2018 | $374,000 | +47.2% | 10,714 | +39.7% | 0.14% | +37.9% |
| Q1 2018 | $254,000 | – | 7,668 | – | 0.10% | – |
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% |