SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 107 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,696 | -3.8% | 189 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $10,081 | +9.5% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $9,208 | +11.3% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,276 | -4.6% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,673 | +4.4% | 189 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,305 | +3.4% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,033 | +14.8% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 189 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 189 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $9,000 | +12.5% | 189 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $8,000 | +33.3% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | 0.0% | 189 | -18.2% | 0.00% | -20.0% |
| Q1 2020 | $6,000 | -96.5% | 231 | -95.5% | 0.01% | -95.9% |
| Q4 2017 | $170,000 | – | 5,100 | – | 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% |