SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 226 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $706,154 | -1.2% | 13,765 | +2.7% | 0.04% | 0.0% |
| Q1 2024 | $714,771 | +4.1% | 13,400 | -4.9% | 0.04% | -7.0% |
| Q4 2023 | $686,465 | +10.8% | 14,090 | -0.4% | 0.04% | +2.4% |
| Q3 2023 | $619,410 | -3.3% | 14,145 | +1.3% | 0.04% | -2.3% |
| Q2 2023 | $640,670 | +2.7% | 13,961 | -1.6% | 0.04% | -4.4% |
| Q1 2023 | $623,640 | +5.6% | 14,193 | +2.2% | 0.04% | -2.2% |
| Q4 2022 | $590,410 | +11.4% | 13,892 | +1.2% | 0.05% | +4.5% |
| Q3 2022 | $530,000 | -8.9% | 13,732 | -6.4% | 0.04% | -10.2% |
| Q2 2022 | $582,000 | -9.6% | 14,676 | +7.5% | 0.05% | -3.9% |
| Q1 2022 | $644,000 | +60.6% | 13,648 | +62.1% | 0.05% | +41.7% |
| Q4 2021 | $401,000 | -5.0% | 8,419 | -6.5% | 0.04% | 0.0% |
| Q3 2021 | $422,000 | +5.2% | 9,005 | +7.0% | 0.04% | 0.0% |
| Q2 2021 | $401,000 | -0.2% | 8,419 | -2.0% | 0.04% | -12.2% |
| Q1 2021 | $402,000 | +8.6% | 8,590 | -6.3% | 0.04% | -6.8% |
| Q4 2020 | $370,000 | +6.3% | 9,166 | -10.6% | 0.04% | -8.3% |
| Q3 2020 | $348,000 | +14.5% | 10,250 | +5.4% | 0.05% | +9.1% |
| Q2 2020 | $304,000 | – | 9,727 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |