SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $585,647 | -4.7% | 13,374 | -0.1% | 0.09% | -4.4% |
| Q2 2023 | $614,651 | +3.9% | 13,394 | -0.5% | 0.09% | -2.2% |
| Q1 2023 | $591,301 | +31.2% | 13,457 | +26.9% | 0.09% | +22.7% |
| Q4 2022 | $450,585 | +18.9% | 10,602 | +7.9% | 0.08% | +2.7% |
| Q3 2022 | $379,000 | -53.4% | 9,824 | -52.0% | 0.07% | -56.0% |
| Q2 2022 | $813,000 | +73.3% | 20,473 | +105.8% | 0.17% | +121.3% |
| Q1 2022 | $469,000 | +85.4% | 9,949 | +95.5% | 0.08% | +87.5% |
| Q4 2021 | $253,000 | +8.1% | 5,088 | +0.5% | 0.04% | 0.0% |
| Q3 2021 | $234,000 | -22.5% | 5,063 | -20.9% | 0.04% | -13.0% |
| Q2 2021 | $302,000 | +22.8% | 6,400 | -15.0% | 0.05% | -31.3% |
| Q3 2020 | $246,000 | -36.3% | 7,531 | -39.0% | 0.07% | -41.7% |
| Q2 2020 | $386,000 | +1.6% | 12,354 | -17.6% | 0.12% | -23.8% |
| Q1 2020 | $380,000 | -99.1% | 14,990 | -98.8% | 0.15% | -98.8% |
| Q4 2019 | $43,687,000 | +5.6% | 1,205,813 | -1.2% | 13.03% | +0.5% |
| Q3 2019 | $41,380,000 | -2.2% | 1,221,020 | -1.7% | 12.96% | +1.1% |
| Q2 2019 | $42,317,000 | +5.0% | 1,242,075 | +2.7% | 12.82% | +0.1% |
| Q1 2019 | $40,319,000 | +211.6% | 1,209,697 | +175.0% | 12.81% | +113.6% |
| Q4 2018 | $12,941,000 | – | 439,860 | – | 6.00% | – |
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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% |