SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 327 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,563,306 | -7.5% | 186,419 | -3.8% | 0.11% | -1.7% |
Q1 2024 | $10,333,236 | +10.4% | 193,724 | +0.9% | 0.12% | +2.7% |
Q4 2023 | $9,357,281 | +12.6% | 192,062 | +1.2% | 0.11% | +7.7% |
Q3 2023 | $8,307,596 | -6.1% | 189,710 | -1.6% | 0.10% | -27.8% |
Q2 2023 | $8,846,412 | -0.3% | 192,774 | -4.5% | 0.14% | -4.6% |
Q1 2023 | $8,873,823 | +1.8% | 201,954 | -1.6% | 0.15% | -10.7% |
Q4 2022 | $8,720,939 | +10.5% | 205,198 | +0.2% | 0.17% | -4.5% |
Q3 2022 | $7,894,000 | -2.9% | 204,745 | -0.1% | 0.18% | +2.9% |
Q2 2022 | $8,132,000 | -18.1% | 204,988 | -2.6% | 0.17% | +26.5% |
Q1 2022 | $9,927,000 | +1.0% | 210,503 | +6.5% | 0.14% | -46.9% |
Q4 2021 | $9,827,000 | +11.1% | 197,571 | +3.1% | 0.26% | +17.4% |
Q3 2021 | $8,849,000 | -0.5% | 191,705 | +1.7% | 0.22% | -30.8% |
Q2 2021 | $8,897,000 | +2.7% | 188,462 | -0.5% | 0.32% | -40.8% |
Q1 2021 | $8,664,000 | +11.5% | 189,344 | -1.5% | 0.53% | +0.2% |
Q4 2020 | $7,767,000 | +22.7% | 192,255 | -0.9% | 0.53% | -13.2% |
Q3 2020 | $6,328,000 | +3.1% | 193,924 | -1.3% | 0.61% | -0.5% |
Q2 2020 | $6,140,000 | +26.5% | 196,454 | +2.4% | 0.62% | -20.4% |
Q1 2020 | $4,854,000 | – | 191,777 | – | 0.77% | – |
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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% |