SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,641 | -4.6% | 1,499 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $68,789 | +4.4% | 1,499 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $65,866 | -55.4% | 1,499 | -56.9% | 0.00% | -66.7% |
| Q4 2022 | $147,730 | +154.7% | 3,476 | +131.9% | 0.00% | +200.0% |
| Q3 2022 | $58,000 | -1.7% | 1,499 | +1.6% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -16.9% | 1,476 | -1.9% | 0.00% | 0.0% |
| Q1 2022 | $71,000 | -5.3% | 1,504 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $75,000 | +8.7% | 1,504 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $69,000 | +1.5% | 1,504 | +4.2% | 0.00% | 0.0% |
| Q2 2021 | $68,000 | -99.9% | 1,444 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $132,154,000 | +227751.7% | 2,888 | +100.6% | 0.00% | 0.0% |
| Q4 2020 | $58,000 | +20.8% | 1,440 | -1.4% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +11.6% | 1,460 | +5.4% | 0.00% | 0.0% |
| Q2 2020 | $43,000 | +30.3% | 1,385 | +5.6% | 0.00% | 0.0% |
| Q1 2020 | $33,000 | -63.3% | 1,311 | -47.7% | 0.00% | -66.7% |
| Q4 2019 | $90,000 | +7.1% | 2,505 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $84,000 | -1.2% | 2,505 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $85,000 | -91.8% | 2,505 | -91.3% | 0.00% | -93.9% |
| Q3 2018 | $1,036,000 | +12.5% | 28,660 | +8.5% | 0.05% | -10.9% |
| Q2 2018 | $921,000 | +1009.6% | 26,414 | +954.5% | 0.06% | +816.7% |
| Q1 2018 | $83,000 | -4.6% | 2,505 | -4.6% | 0.01% | -14.3% |
| Q4 2017 | $87,000 | +2800.0% | 2,625 | +6462.5% | 0.01% | – |
| Q3 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |