SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,833,000 | +14.5% | 36,861 | +6.3% | 0.56% | +1.5% |
| Q3 2021 | $1,601,000 | +5.4% | 34,688 | +7.8% | 0.55% | +4.0% |
| Q2 2021 | $1,519,000 | +8.0% | 32,176 | +4.6% | 0.53% | -4.2% |
| Q1 2021 | $1,407,000 | +600.0% | 30,752 | +288.0% | 0.55% | +310.4% |
| Q1 2020 | $201,000 | -54.9% | 7,925 | -35.6% | 0.13% | -51.4% |
| Q4 2019 | $446,000 | -49.6% | 12,312 | -52.7% | 0.28% | -31.2% |
| Q3 2019 | $885,000 | +88.3% | 26,046 | +88.6% | 0.40% | +32.8% |
| Q2 2019 | $470,000 | +0.9% | 13,809 | -1.1% | 0.30% | -8.8% |
| Q1 2019 | $466,000 | -34.5% | 13,967 | -42.2% | 0.33% | -44.0% |
| Q4 2018 | $711,000 | -42.4% | 24,157 | -29.3% | 0.59% | -35.4% |
| Q3 2018 | $1,235,000 | – | 34,176 | – | 0.92% | – |
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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% |