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 | $10,145,920 | -3.5% | 197,776 | +0.4% | 0.75% | -8.0% |
| Q1 2024 | $10,510,673 | +0.5% | 197,051 | -8.2% | 0.82% | +8.4% |
| Q4 2023 | $10,460,102 | +22.4% | 214,698 | +10.0% | 0.75% | +4.4% |
| Q3 2023 | $8,543,866 | +5.8% | 195,110 | +10.8% | 0.72% | +4.8% |
| Q2 2023 | $8,078,800 | +19.7% | 176,047 | +14.6% | 0.69% | +9.7% |
| Q1 2023 | $6,748,402 | +4.1% | 153,582 | +0.7% | 0.63% | -5.1% |
| Q4 2022 | $6,480,890 | -42.0% | 152,491 | -47.4% | 0.66% | +3.6% |
| Q3 2022 | $11,165,000 | +23.3% | 289,703 | +27.1% | 0.64% | +22.9% |
| Q2 2022 | $9,055,000 | -11.3% | 227,922 | +5.3% | 0.52% | +5.1% |
| Q1 2022 | $10,208,000 | +108.5% | 216,462 | +119.8% | 0.50% | +2.5% |
| Q4 2021 | $4,897,000 | +32.8% | 98,476 | +25.8% | 0.48% | +27.4% |
| Q2 2021 | $3,687,000 | +92.9% | 78,289 | +87.5% | 0.38% | +47.5% |
| Q1 2021 | $1,911,000 | +115.7% | 41,752 | +90.4% | 0.26% | +97.7% |
| Q4 2020 | $886,000 | +81.9% | 21,925 | +46.9% | 0.13% | +62.5% |
| Q3 2020 | $487,000 | – | 14,923 | – | 0.08% | – |
Download | ||||||
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% |