SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 107 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $243,000 | -12.9% | 5,323 | -4.2% | 0.23% | +10.7% |
| Q4 2021 | $279,000 | +25.1% | 5,559 | -11.9% | 0.20% | +6.8% |
| Q4 2019 | $223,000 | -23.6% | 6,310 | -27.9% | 0.19% | -25.9% |
| Q3 2019 | $292,000 | -1.4% | 8,757 | -1.4% | 0.26% | -0.4% |
| Q2 2019 | $296,000 | +23.3% | 8,878 | +23.8% | 0.26% | +88.4% |
| Q1 2019 | $240,000 | +22.4% | 7,172 | +6.6% | 0.14% | +5.3% |
| Q4 2018 | $196,000 | +0.5% | 6,729 | +23.4% | 0.13% | +36.5% |
| Q3 2018 | $195,000 | +30.9% | 5,453 | +29.2% | 0.10% | +28.0% |
| Q2 2018 | $149,000 | +84.0% | 4,222 | +69.1% | 0.08% | +74.4% |
| Q1 2018 | $81,000 | +326.3% | 2,497 | +314.8% | 0.04% | +330.0% |
| Q4 2017 | $19,000 | – | 602 | – | 0.01% | – |
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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% |