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 | $1,029,415 | -4.4% | 23,508 | +0.1% | 0.18% | -3.2% |
| Q2 2023 | $1,077,314 | +8.6% | 23,476 | +3.9% | 0.19% | -0.5% |
| Q1 2023 | $992,429 | +268.9% | 22,586 | +295.4% | 0.19% | +347.6% |
| Q1 2022 | $269,000 | -33.3% | 5,712 | -29.4% | 0.04% | -31.1% |
| Q4 2021 | $403,000 | +5.8% | 8,096 | -1.9% | 0.06% | 0.0% |
| Q3 2021 | $381,000 | -4.0% | 8,252 | -2.0% | 0.06% | 0.0% |
| Q2 2021 | $397,000 | -9.4% | 8,419 | -22.4% | 0.06% | -27.4% |
| Q4 2020 | $438,000 | -88.4% | 10,854 | -91.1% | 0.08% | -91.4% |
| Q2 2020 | $3,791,000 | +2.8% | 121,315 | -11.7% | 0.98% | -30.0% |
| Q1 2020 | $3,689,000 | -42.5% | 137,342 | -22.1% | 1.40% | -44.4% |
| Q4 2019 | $6,420,000 | -47.3% | 176,324 | -49.4% | 2.52% | -57.2% |
| Q3 2019 | $12,171,000 | -24.8% | 348,516 | -26.7% | 5.90% | -15.0% |
| Q2 2019 | $16,191,000 | – | 475,241 | – | 6.93% | – |
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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% |