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 | $284,898 | -2.9% | 6,506 | -3.0% | 0.10% | -2.8% |
| Q1 2023 | $293,388 | +1.9% | 6,706 | -1.0% | 0.11% | -1.9% |
| Q4 2022 | $287,980 | +3.2% | 6,776 | -0.5% | 0.11% | -2.7% |
| Q3 2022 | $279,000 | +2.2% | 6,812 | 0.0% | 0.11% | +4.7% |
| Q2 2022 | $273,000 | -28.0% | 6,812 | -14.8% | 0.11% | -17.8% |
| Q1 2022 | $379,000 | -3.8% | 7,997 | 0.0% | 0.13% | -3.0% |
| Q4 2021 | $394,000 | +3.1% | 7,997 | -2.4% | 0.13% | -3.6% |
| Q3 2021 | $382,000 | -6.6% | 8,197 | -6.8% | 0.14% | -6.1% |
| Q2 2021 | $409,000 | -29.0% | 8,797 | -30.1% | 0.15% | -35.0% |
| Q1 2021 | $576,000 | +31.8% | 12,593 | +14.6% | 0.23% | +18.9% |
| Q4 2020 | $437,000 | +49.7% | 10,985 | +22.6% | 0.19% | +31.9% |
| Q3 2020 | $292,000 | +5.4% | 8,957 | +1.2% | 0.14% | -0.7% |
| Q2 2020 | $277,000 | +14.9% | 8,855 | -7.0% | 0.14% | -1.4% |
| Q1 2020 | $241,000 | -15.4% | 9,525 | +20.6% | 0.15% | +6.5% |
| Q4 2019 | $285,000 | +10.0% | 7,897 | +1.4% | 0.14% | +1.5% |
| Q3 2019 | $259,000 | +21.6% | 7,788 | +25.5% | 0.14% | +24.8% |
| Q2 2019 | $213,000 | -4.5% | 6,206 | -7.4% | 0.11% | -6.8% |
| Q1 2019 | $223,000 | – | 6,704 | – | 0.12% | – |
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% |