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 | $1,824,385 | +0.8% | 41,662 | +5.7% | 0.93% | +6.9% |
| Q2 2023 | $1,809,265 | -8.8% | 39,426 | -12.6% | 0.87% | -0.8% |
| Q1 2023 | $1,983,197 | +7.5% | 45,134 | +4.0% | 0.88% | +7.3% |
| Q4 2022 | $1,844,048 | +11.2% | 43,389 | +0.9% | 0.82% | -7.2% |
| Q3 2022 | $1,658,000 | +41.7% | 42,996 | +45.9% | 0.88% | +27.5% |
| Q2 2022 | $1,170,000 | -11.8% | 29,474 | +4.7% | 0.69% | -2.8% |
| Q1 2022 | $1,327,000 | -2.1% | 28,140 | +3.2% | 0.71% | +5.0% |
| Q4 2021 | $1,356,000 | +9.2% | 27,269 | +1.4% | 0.68% | -1.0% |
| Q3 2021 | $1,242,000 | -0.8% | 26,904 | +1.5% | 0.68% | +4.0% |
| Q2 2021 | $1,252,000 | +5.0% | 26,517 | +1.8% | 0.66% | -5.3% |
| Q1 2021 | $1,192,000 | +14.2% | 26,044 | +0.8% | 0.69% | +11.2% |
| Q4 2020 | $1,044,000 | +48.1% | 25,836 | +19.5% | 0.62% | +22.6% |
| Q3 2020 | $705,000 | +4.3% | 21,614 | -0.0% | 0.51% | -15.9% |
| Q2 2020 | $676,000 | +25.2% | 21,621 | +1.4% | 0.60% | -36.0% |
| Q1 2020 | $540,000 | -59.3% | 21,327 | -41.8% | 0.94% | +26.2% |
| Q4 2019 | $1,327,000 | +21.6% | 36,636 | +13.9% | 0.75% | +17.8% |
| Q3 2019 | $1,091,000 | +3.8% | 32,179 | +4.3% | 0.64% | +0.8% |
| Q2 2019 | $1,051,000 | +20.3% | 30,854 | +17.7% | 0.63% | +17.5% |
| Q1 2019 | $874,000 | +16.8% | 26,215 | +3.1% | 0.54% | -20.8% |
| Q4 2018 | $748,000 | -19.1% | 25,420 | -0.7% | 0.68% | +6.1% |
| Q3 2018 | $925,000 | +32.9% | 25,593 | +28.3% | 0.64% | +19.9% |
| Q2 2018 | $696,000 | +9.4% | 19,943 | +3.9% | 0.53% | -0.7% |
| Q1 2018 | $636,000 | +63500.0% | 19,188 | +79850.0% | 0.54% | +53600.0% |
| Q4 2017 | $1,000 | – | 24 | – | 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% |