SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 458 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $324,524 | +256.0% | 6,326 | +270.2% | 0.00% | – |
| Q1 2024 | $91,158 | -25.9% | 1,709 | -32.3% | 0.00% | – |
| Q4 2023 | $123,018 | +47.0% | 2,525 | +32.1% | 0.00% | – |
| Q3 2023 | $83,683 | +1048.4% | 1,911 | +577.7% | 0.00% | – |
| Q2 2023 | $7,287 | -95.6% | 282 | -92.7% | 0.00% | -100.0% |
| Q4 2022 | $165,070 | +20.5% | 3,884 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $137,000 | -72.0% | 3,542 | -65.9% | 0.00% | -75.0% |
| Q1 2022 | $489,000 | +963.0% | 10,375 | +1022.8% | 0.00% | – |
| Q4 2021 | $46,000 | +253.8% | 924 | +232.4% | 0.00% | – |
| Q2 2021 | $13,000 | – | 278 | – | 0.00% | – |
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% |