SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $9,133,050 | +5.3% | 178,032 | +9.5% | 2.89% | -7.8% |
Q1 2024 | $8,675,455 | +0.1% | 162,644 | -8.6% | 3.14% | -3.1% |
Q4 2023 | $8,666,814 | +38.1% | 177,891 | +24.1% | 3.24% | +19.1% |
Q3 2023 | $6,276,052 | +10.4% | 143,321 | +15.7% | 2.72% | +8.9% |
Q2 2023 | $5,686,943 | -24.4% | 123,925 | -27.6% | 2.50% | -31.3% |
Q1 2023 | $7,523,457 | +14.7% | 171,221 | +10.9% | 3.63% | +4.1% |
Q4 2022 | $6,560,563 | +28.4% | 154,366 | +16.5% | 3.49% | +30.1% |
Q3 2022 | $5,108,000 | +19.4% | 132,492 | +22.9% | 2.68% | +27.6% |
Q2 2022 | $4,279,000 | -20.7% | 107,817 | -5.8% | 2.10% | -5.3% |
Q1 2022 | $5,399,000 | +3.6% | 114,466 | +9.3% | 2.22% | +4.8% |
Q4 2021 | $5,211,000 | +40.5% | 104,762 | +30.4% | 2.12% | +24.4% |
Q3 2021 | $3,710,000 | +10.1% | 80,362 | +12.5% | 1.70% | -4.1% |
Q2 2021 | $3,371,000 | +13.1% | 71,410 | +9.7% | 1.78% | +1.3% |
Q1 2021 | $2,980,000 | +358.5% | 65,124 | +304.6% | 1.76% | +291.7% |
Q4 2020 | $650,000 | +177.8% | 16,095 | +124.2% | 0.45% | +150.3% |
Q3 2020 | $234,000 | – | 7,179 | – | 0.18% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 6,502,735 | $306,658,000 | 15.58% |
WALLER FINANCIAL PLANNING GROUP, INC | 807,870 | $38,099,000 | 10.10% |
Measured Wealth Private Client Group, LLC | 485,391 | $22,891,000 | 8.41% |
Peterson Wealth Advisors, LLC | 510,195 | $24,061,000 | 7.12% |
Montz Harcus Wealth Management LLC | 158,869 | $7,492,000 | 6.72% |
New Perspectives, Inc | 181,910 | $8,579,000 | 6.18% |
Financial Strategies Group, Inc. | 319,629 | $15,074,000 | 6.01% |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 147,749 | $6,968,000 | 5.92% |
ARQ WEALTH ADVISORS, LLC | 185,421 | $8,744,000 | 5.89% |
Valmark Advisers, Inc. | 6,752,720 | $318,458,000 | 5.61% |