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 | $710,712 | -29.7% | 16,230 | -26.3% | 0.01% | -26.7% |
| Q2 2023 | $1,010,865 | +4.4% | 22,028 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $967,910 | +3.4% | 22,028 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $936,190 | +10.3% | 22,028 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $849,000 | -2.9% | 22,028 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $874,000 | -15.9% | 22,028 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,039,000 | +24.9% | 22,028 | +31.7% | 0.01% | +40.0% |
| Q4 2021 | $832,000 | +7.8% | 16,730 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $772,000 | -2.3% | 16,730 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $790,000 | -2.6% | 16,730 | -5.6% | 0.01% | -15.4% |
| Q1 2021 | $811,000 | +23.6% | 17,730 | +9.2% | 0.01% | +18.2% |
| Q4 2020 | $656,000 | +23.8% | 16,230 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $530,000 | +4.5% | 16,230 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $507,000 | +23.4% | 16,230 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $411,000 | – | 16,230 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |