SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,093,566 | +745.8% | 45,621 | +683.3% | 0.11% | +620.0% |
| Q4 2022 | $247,529 | -56.8% | 5,824 | -60.8% | 0.02% | -62.5% |
| Q3 2022 | $573,000 | -89.0% | 14,848 | -88.7% | 0.04% | -89.9% |
| Q2 2022 | $5,227,000 | +17.0% | 131,705 | +39.0% | 0.40% | +10.3% |
| Q1 2022 | $4,468,000 | -29.9% | 94,750 | -26.1% | 0.36% | -29.4% |
| Q4 2021 | $6,374,000 | +21879.3% | 128,144 | +20240.3% | 0.51% | +25250.0% |
| Q3 2021 | $29,000 | -50.0% | 630 | -48.8% | 0.00% | -60.0% |
| Q2 2021 | $58,000 | -89.5% | 1,230 | -89.8% | 0.01% | -89.8% |
| Q1 2021 | $553,000 | -68.5% | 12,093 | -72.2% | 0.05% | -71.0% |
| Q4 2020 | $1,755,000 | -1.6% | 43,453 | -20.5% | 0.17% | -12.0% |
| Q3 2020 | $1,783,000 | +0.8% | 54,654 | -3.4% | 0.19% | -17.2% |
| Q2 2020 | $1,769,000 | +34.7% | 56,605 | +9.2% | 0.23% | +8.4% |
| Q1 2020 | $1,313,000 | -1.5% | 51,819 | +40.9% | 0.21% | -8.2% |
| Q4 2019 | $1,333,000 | -3.9% | 36,782 | -10.1% | 0.23% | +4.0% |
| Q3 2019 | $1,387,000 | +12.2% | 40,919 | +12.8% | 0.22% | +14.3% |
| Q2 2019 | $1,236,000 | +16.9% | 36,271 | +14.3% | 0.20% | +5.4% |
| Q1 2019 | $1,057,000 | +27.3% | 31,728 | +12.4% | 0.19% | +6.3% |
| Q4 2018 | $830,000 | -7.5% | 28,219 | +13.7% | 0.18% | -40.9% |
| Q3 2018 | $897,000 | -1.9% | 24,824 | -7.0% | 0.30% | +37.7% |
| Q2 2018 | $914,000 | – | 26,687 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |