SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,156,000 | -10.9% | 55,917 | -8.3% | 0.18% | -5.1% |
| Q2 2022 | $2,420,000 | +50.7% | 60,980 | +79.1% | 0.20% | +68.1% |
| Q1 2022 | $1,606,000 | -4.8% | 34,045 | +0.4% | 0.12% | -4.1% |
| Q4 2021 | $1,687,000 | +13.3% | 33,922 | +5.1% | 0.12% | +2.5% |
| Q3 2021 | $1,489,000 | +1.0% | 32,264 | +3.3% | 0.12% | -3.3% |
| Q2 2021 | $1,474,000 | +5.9% | 31,232 | +2.6% | 0.12% | -8.3% |
| Q1 2021 | $1,392,000 | +11.0% | 30,428 | -1.9% | 0.13% | +3.9% |
| Q4 2020 | $1,254,000 | +23.7% | 31,033 | -0.1% | 0.13% | +8.5% |
| Q3 2020 | $1,014,000 | +4.2% | 31,062 | -0.2% | 0.12% | -7.8% |
| Q2 2020 | $973,000 | +21.5% | 31,134 | -1.5% | 0.13% | +0.8% |
| Q1 2020 | $801,000 | -43.8% | 31,624 | -19.5% | 0.13% | -28.7% |
| Q4 2019 | $1,424,000 | +12.2% | 39,299 | +5.0% | 0.18% | +1.7% |
| Q3 2019 | $1,269,000 | +6.1% | 37,439 | +6.6% | 0.18% | +6.1% |
| Q2 2019 | $1,196,000 | +63.6% | 35,110 | +63.8% | 0.16% | +55.7% |
| Q1 2019 | $731,000 | +453.8% | 21,436 | +377.6% | 0.11% | +381.8% |
| Q4 2018 | $132,000 | – | 4,488 | – | 0.02% | – |
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% |