SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 568 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 3.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,766,783 | -5.1% | 53,933 | -1.3% | 0.46% | -7.3% |
| Q1 2024 | $2,914,651 | +6.2% | 54,643 | -3.0% | 0.49% | +1.0% |
| Q4 2023 | $2,744,990 | +10.5% | 56,342 | -0.7% | 0.49% | +4.5% |
| Q3 2023 | $2,483,866 | -6.6% | 56,722 | -2.1% | 0.47% | -3.1% |
| Q2 2023 | $2,658,970 | -0.6% | 57,942 | -4.8% | 0.48% | -2.8% |
| Q1 2023 | $2,675,257 | +3.2% | 60,884 | -0.2% | 0.50% | -4.1% |
| Q4 2022 | $2,591,886 | +5.9% | 60,986 | +1.5% | 0.52% | -0.2% |
| Q3 2022 | $2,448,000 | +988.0% | 60,064 | +969.1% | 0.52% | +913.7% |
| Q2 2022 | $225,000 | +57.3% | 5,618 | +80.1% | 0.05% | +21.4% |
| Q1 2021 | $143,000 | -88.5% | 3,120 | -93.6% | 0.04% | -91.5% |
| Q1 2020 | $1,241,000 | -27.5% | 48,998 | +3.7% | 0.50% | -13.9% |
| Q4 2019 | $1,712,000 | -57.4% | 47,254 | -60.1% | 0.58% | -61.7% |
| Q3 2019 | $4,016,000 | +7.1% | 118,495 | +7.7% | 1.50% | -0.1% |
| Q2 2019 | $3,749,000 | +7.3% | 110,031 | +5.0% | 1.51% | -2.7% |
| Q1 2019 | $3,493,000 | -1.4% | 104,791 | -13.0% | 1.55% | -14.9% |
| Q4 2018 | $3,543,000 | – | 120,427 | – | 1.82% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,539,802 | $304,602,000 | 14.74% |
| Measured Wealth Private Client Group, LLC | 651,521 | $26,321,000 | 10.96% |
| WALLER FINANCIAL PLANNING GROUP, INC | 748,753 | $30,250,000 | 9.43% |
| Peterson Wealth Advisors, LLC | 428,070 | $17,294,000 | 7.61% |
| ARQ WEALTH ADVISORS, LLC | 237,039 | $9,576,000 | 6.02% |
| Valmark Advisers, Inc. | 7,178,579 | $290,015,000 | 5.90% |
| Financial Strategies Group, Inc. | 247,484 | $9,998,000 | 5.57% |
| Private Wealth Group, LLC | 150,489 | $6,080,000 | 5.06% |
| Good Life Advisors, LLC | 528,430 | $21,344,000 | 5.00% |
| TPG Financial Advisors, LLC | 166,713 | $6,735,000 | 5.00% |