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 | $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 | 7,660,177 | $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% |