SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 428 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,966,187 | +29.0% | 57,820 | +34.1% | 0.01% | +14.3% |
| Q1 2024 | $2,299,148 | +13.6% | 43,103 | +3.8% | 0.01% | 0.0% |
| Q4 2023 | $2,024,095 | +11.2% | 41,545 | -0.1% | 0.01% | 0.0% |
| Q3 2023 | $1,820,516 | +443.0% | 41,573 | +469.1% | 0.01% | +600.0% |
| Q2 2023 | $335,263 | +9045.2% | 7,305 | -91.2% | 0.00% | -93.8% |
| Q1 2023 | $3,666 | +872.4% | 83,441 | +838.3% | 0.02% | +700.0% |
| Q4 2022 | $377 | -99.9% | 8,893 | -2.5% | 0.00% | 0.0% |
| Q3 2022 | $351,000 | -2.2% | 9,122 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $359,000 | +16.2% | 9,051 | +37.8% | 0.00% | +100.0% |
| Q1 2022 | $309,000 | +11.6% | 6,570 | +17.8% | 0.00% | 0.0% |
| Q4 2021 | $277,000 | – | 5,578 | +39742.9% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 14 | -44.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 25 | +127.3% | 0.00% | – |
| Q4 2020 | $0 | – | 11 | -60.7% | 0.00% | – |
| Q3 2020 | $0 | – | 28 | – | 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% |