SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,724,970 | -0.9% | 290,591 | +3.9% | 1.40% | +1.0% |
| Q2 2023 | $12,840,464 | +8.7% | 279,810 | +4.0% | 1.39% | +2.7% |
| Q1 2023 | $11,816,696 | +11.3% | 268,928 | +7.7% | 1.35% | +2.7% |
| Q4 2022 | $10,613,266 | +18.4% | 249,724 | +7.4% | 1.32% | +6.2% |
| Q3 2022 | $8,967,000 | +6.6% | 232,548 | +9.7% | 1.24% | +3.2% |
| Q2 2022 | $8,414,000 | -1.8% | 212,001 | +8.4% | 1.20% | +2.1% |
| Q1 2022 | $8,566,000 | -8.0% | 195,637 | +4.5% | 1.18% | -4.9% |
| Q4 2021 | $9,315,000 | +7.1% | 187,269 | -0.7% | 1.24% | -3.5% |
| Q3 2021 | $8,701,000 | +1.3% | 188,508 | +4.0% | 1.28% | -3.4% |
| Q2 2021 | $8,586,000 | -8.9% | 181,309 | -11.9% | 1.33% | -9.2% |
| Q1 2021 | $9,420,000 | +7.5% | 205,878 | +1.4% | 1.46% | +1.3% |
| Q4 2020 | $8,759,000 | +34.2% | 202,953 | +1.4% | 1.44% | +11.9% |
| Q3 2020 | $6,529,000 | -1.0% | 200,105 | +0.5% | 1.29% | -5.3% |
| Q2 2020 | $6,594,000 | +153.7% | 199,107 | +94.0% | 1.36% | +105.6% |
| Q1 2020 | $2,599,000 | +784.0% | 102,611 | +1160.7% | 0.66% | +918.5% |
| Q4 2019 | $294,000 | +7.3% | 8,139 | +0.3% | 0.06% | 0.0% |
| Q3 2019 | $274,000 | -0.4% | 8,112 | +0.3% | 0.06% | -5.8% |
| Q2 2019 | $275,000 | +8.3% | 8,089 | +6.0% | 0.07% | 0.0% |
| Q1 2019 | $254,000 | -83.5% | 7,631 | -85.4% | 0.07% | -85.4% |
| Q4 2018 | $1,535,000 | – | 52,187 | – | 0.47% | – |
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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% |