SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 342 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $484 | +7.3% | 9,433 | +11.5% | 0.12% | +5.2% |
| Q1 2024 | $451 | -68.7% | 8,461 | -71.4% | 0.12% | -69.3% |
| Q4 2023 | $1,443 | +305.3% | 29,624 | +264.4% | 0.38% | +220.3% |
| Q3 2023 | $356 | -59.2% | 8,129 | -57.3% | 0.12% | -58.6% |
| Q2 2023 | $873 | +129.7% | 19,023 | +120.2% | 0.28% | +115.9% |
| Q1 2023 | $380 | +55.7% | 8,638 | +50.5% | 0.13% | +55.3% |
| Q4 2022 | $244 | -99.9% | 5,738 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $221,000 | -6.4% | 5,738 | -3.5% | 0.09% | -3.4% |
| Q2 2022 | $236,000 | -25.3% | 5,948 | -11.3% | 0.09% | -16.8% |
| Q1 2022 | $316,000 | -6.0% | 6,703 | -0.7% | 0.11% | -3.6% |
| Q4 2021 | $336,000 | +8.0% | 6,753 | +0.1% | 0.11% | 0.0% |
| Q3 2021 | $311,000 | -1.9% | 6,745 | +0.3% | 0.11% | -3.5% |
| Q2 2021 | $317,000 | – | 6,724 | – | 0.12% | – |
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% |