SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 540 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,187,423 | +2.7% | 62,133 | +6.7% | 1.15% | +1.1% |
| Q1 2024 | $3,104,761 | +20.1% | 58,207 | +9.7% | 1.14% | +11.2% |
| Q4 2023 | $2,585,473 | +15.2% | 53,068 | +3.5% | 1.02% | +5.4% |
| Q3 2023 | $2,244,894 | -4.8% | 51,265 | -0.3% | 0.97% | -4.2% |
| Q2 2023 | $2,358,654 | +20.3% | 51,398 | +15.2% | 1.01% | +14.6% |
| Q1 2023 | $1,960,779 | +9.4% | 44,624 | +5.8% | 0.88% | +3.6% |
| Q4 2022 | $1,792,225 | +15.3% | 42,170 | +4.6% | 0.85% | +3.6% |
| Q3 2022 | $1,554,000 | +2.8% | 40,299 | +5.8% | 0.82% | +6.6% |
| Q2 2022 | $1,512,000 | +3.3% | 38,102 | +22.7% | 0.77% | +16.2% |
| Q1 2022 | $1,464,000 | -3.8% | 31,045 | +1.5% | 0.66% | -1.0% |
| Q4 2021 | $1,522,000 | +4.1% | 30,598 | +2.3% | 0.67% | +1.4% |
| Q3 2021 | $1,462,000 | +9.3% | 29,909 | +5.6% | 0.66% | -2.5% |
| Q2 2021 | $1,338,000 | +11.4% | 28,331 | +7.9% | 0.68% | +4.0% |
| Q1 2021 | $1,201,000 | +10.4% | 26,256 | -2.5% | 0.65% | +0.3% |
| Q4 2020 | $1,088,000 | +21.0% | 26,927 | -2.3% | 0.65% | +4.3% |
| Q3 2020 | $899,000 | +8.2% | 27,563 | +3.7% | 0.62% | -0.3% |
| Q2 2020 | $831,000 | +31.3% | 26,582 | +6.4% | 0.63% | +9.6% |
| Q1 2020 | $633,000 | +0.2% | 24,994 | +43.2% | 0.57% | +19.4% |
| Q4 2019 | $632,000 | – | 17,457 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |