SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $538,577 | +17.6% | 12,299 | +23.3% | 0.03% | 0.0% |
Q2 2023 | $457,863 | -4.0% | 9,977 | -8.0% | 0.03% | -14.7% |
Q1 2023 | $476,733 | +3.9% | 10,850 | +0.5% | 0.03% | 0.0% |
Q4 2022 | $458,660 | +5.9% | 10,792 | -3.9% | 0.03% | -5.6% |
Q3 2022 | $433,000 | -7.9% | 11,232 | -5.2% | 0.04% | -10.0% |
Q2 2022 | $470,000 | +279.0% | 11,849 | +211.8% | 0.04% | +53.8% |
Q3 2020 | $124,000 | – | 3,800 | – | 0.03% | – |
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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% |