SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 182 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $35,016,727 | -3.7% | 682,587 | +0.2% | 9.41% | -2.9% |
| Q1 2024 | $36,347,379 | +7.6% | 681,428 | -1.7% | 9.68% | +9.0% |
| Q4 2023 | $33,788,202 | +12.6% | 693,518 | +1.2% | 8.88% | +1.8% |
| Q3 2023 | $30,012,007 | -5.3% | 685,362 | -0.8% | 8.73% | -0.2% |
| Q2 2023 | $31,702,979 | +4.1% | 690,847 | -0.3% | 8.74% | +1.3% |
| Q1 2023 | $30,454,982 | -10.5% | 693,104 | -13.5% | 8.63% | -12.6% |
| Q4 2022 | $34,037,660 | +11.3% | 800,886 | +1.0% | 9.88% | +5.6% |
| Q3 2022 | $30,577,000 | -2.2% | 792,964 | +0.7% | 9.35% | +2.2% |
| Q2 2022 | $31,263,000 | -17.9% | 787,692 | -2.5% | 9.15% | -9.4% |
| Q1 2022 | $38,099,000 | -2.6% | 807,870 | +2.7% | 10.10% | +3.0% |
| Q4 2021 | $39,130,000 | +9.5% | 786,685 | +1.6% | 9.80% | +3.2% |
| Q3 2021 | $35,736,000 | +0.2% | 774,169 | +2.5% | 9.50% | -0.6% |
| Q2 2021 | $35,665,000 | +4.9% | 755,447 | +1.7% | 9.56% | -2.1% |
| Q1 2021 | $33,993,000 | +12.4% | 742,859 | -0.8% | 9.77% | +3.5% |
| Q4 2020 | $30,250,000 | +42.3% | 748,753 | +15.0% | 9.43% | +21.1% |
| Q3 2020 | $21,252,000 | +6.9% | 651,299 | +2.3% | 7.79% | +0.6% |
| Q2 2020 | $19,888,000 | +37.0% | 636,420 | +11.0% | 7.75% | +2.3% |
| Q1 2020 | $14,517,000 | -22.3% | 573,109 | +11.2% | 7.57% | -19.1% |
| Q4 2019 | $18,675,000 | +7.2% | 515,462 | +2.6% | 9.36% | +1.4% |
| Q3 2019 | $17,425,000 | +5.0% | 502,605 | +2.8% | 9.23% | -0.0% |
| Q2 2019 | $16,591,000 | +6.0% | 489,111 | +7.8% | 9.23% | +2.0% |
| Q1 2019 | $15,651,000 | +25.4% | 453,657 | +6.9% | 9.05% | +4.9% |
| Q4 2018 | $12,484,000 | – | 424,321 | – | 8.63% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |