SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,846,967 | -32.5% | 133,523 | -29.3% | 3.02% | -33.4% |
| Q2 2023 | $8,663,935 | +8.9% | 188,798 | +4.3% | 4.54% | +4.5% |
| Q1 2023 | $7,953,662 | +6.8% | 181,012 | +3.3% | 4.34% | -3.8% |
| Q4 2022 | $7,449,400 | +10.3% | 175,280 | +0.1% | 4.52% | +8.9% |
| Q3 2022 | $6,753,000 | -0.8% | 175,121 | +2.1% | 4.15% | -9.1% |
| Q2 2022 | $6,809,000 | -14.3% | 171,553 | +1.9% | 4.56% | -5.0% |
| Q1 2022 | $7,941,000 | -2.7% | 168,376 | +2.6% | 4.80% | -3.9% |
| Q4 2021 | $8,163,000 | +20.5% | 164,119 | +11.8% | 5.00% | +11.8% |
| Q3 2021 | $6,774,000 | +15.9% | 146,754 | +18.5% | 4.47% | +9.0% |
| Q2 2021 | $5,844,000 | -14.0% | 123,796 | -16.6% | 4.10% | -13.4% |
| Q1 2021 | $6,794,000 | +0.9% | 148,467 | -10.9% | 4.74% | -5.3% |
| Q4 2020 | $6,735,000 | +49.6% | 166,713 | +20.8% | 5.00% | +30.1% |
| Q3 2020 | $4,503,000 | -6.2% | 138,014 | -10.2% | 3.84% | -10.7% |
| Q2 2020 | $4,803,000 | +32.8% | 153,683 | +7.6% | 4.31% | +20.0% |
| Q1 2020 | $3,618,000 | -37.9% | 142,845 | -11.1% | 3.59% | -25.3% |
| Q4 2019 | $5,825,000 | +15.3% | 160,767 | +7.9% | 4.80% | +5.6% |
| Q3 2019 | $5,050,000 | +33.6% | 149,021 | +35.2% | 4.55% | +31.4% |
| Q2 2019 | $3,780,000 | -19.2% | 110,193 | -20.5% | 3.46% | -23.5% |
| Q1 2019 | $4,679,000 | +61.3% | 138,522 | +40.5% | 4.52% | +43.6% |
| Q4 2018 | $2,901,000 | – | 98,593 | – | 3.15% | – |
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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% |