SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |