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 | $11,512,063 | +1.9% | 262,893 | +6.7% | 0.59% | +0.2% |
| Q2 2023 | $11,301,655 | +11.9% | 246,277 | +7.1% | 0.59% | -3.4% |
| Q1 2023 | $10,099,467 | +89.7% | 229,847 | +83.5% | 0.61% | +90.4% |
| Q4 2022 | $5,324,578 | +23.6% | 125,284 | +12.1% | 0.32% | +8.4% |
| Q3 2022 | $4,309,000 | +6.0% | 111,758 | +10.4% | 0.30% | +47.8% |
| Q2 2022 | $4,065,000 | +13.5% | 101,207 | +33.3% | 0.20% | +30.5% |
| Q1 2022 | $3,581,000 | +18.0% | 75,945 | +24.4% | 0.15% | +32.8% |
| Q4 2021 | $3,036,000 | +31.1% | 61,044 | +23.6% | 0.12% | +30.3% |
| Q3 2021 | $2,316,000 | +10.3% | 49,388 | +11.6% | 0.09% | +8.5% |
| Q2 2021 | $2,099,000 | -77.0% | 44,239 | -76.8% | 0.08% | -67.8% |
| Q1 2021 | $9,126,000 | +517.5% | 191,009 | +0.8% | 0.26% | +332.2% |
| Q4 2020 | $1,478,000 | +133.9% | 189,511 | +854.2% | 0.06% | +78.8% |
| Q3 2020 | $632,000 | +33.9% | 19,860 | +26.6% | 0.03% | +26.9% |
| Q2 2020 | $472,000 | +65.0% | 15,682 | +36.3% | 0.03% | +36.8% |
| Q1 2020 | $286,000 | +7.9% | 11,502 | +56.9% | 0.02% | +35.7% |
| Q4 2019 | $265,000 | +15.7% | 7,333 | +7.6% | 0.01% | 0.0% |
| Q3 2019 | $229,000 | +34.7% | 6,812 | +35.9% | 0.01% | +27.3% |
| Q2 2019 | $170,000 | +44.1% | 5,012 | +41.1% | 0.01% | +37.5% |
| Q1 2019 | $118,000 | +195.0% | 3,552 | +158.0% | 0.01% | +166.7% |
| Q4 2018 | $40,000 | -13.0% | 1,377 | +7.2% | 0.00% | 0.0% |
| Q3 2018 | $46,000 | +4.5% | 1,285 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $44,000 | +4.8% | 1,285 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $42,000 | – | 1,285 | – | 0.00% | – |
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% |