SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |