SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 388 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,168,695 | -5.8% | 42,275 | -2.0% | 0.33% | -12.6% |
| Q1 2024 | $2,301,775 | +7.8% | 43,153 | -1.6% | 0.37% | -4.4% |
| Q4 2023 | $2,136,008 | -20.2% | 43,842 | -28.3% | 0.39% | -24.1% |
| Q3 2023 | $2,676,772 | -0.6% | 61,127 | +4.2% | 0.51% | +2.6% |
| Q2 2023 | $2,691,664 | +14.1% | 58,655 | +9.3% | 0.50% | +2.7% |
| Q1 2023 | $2,358,215 | +13.0% | 53,669 | +9.3% | 0.49% | -22.2% |
| Q4 2022 | $2,087,770 | +42.4% | 49,124 | +29.3% | 0.63% | +69.5% |
| Q3 2022 | $1,466,000 | +48.2% | 38,006 | +52.5% | 0.37% | +45.7% |
| Q2 2022 | $989,000 | -19.0% | 24,920 | -3.8% | 0.25% | -8.0% |
| Q1 2022 | $1,221,000 | +5450.0% | 25,897 | +5799.1% | 0.28% | +5420.0% |
| Q4 2021 | $22,000 | +15.8% | 439 | +5.5% | 0.01% | 0.0% |
| Q3 2021 | $19,000 | -5.0% | 416 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $20,000 | +11.1% | 414 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | – | 412 | – | 0.01% | – |
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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% |