SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 391 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,082,846 | -2.3% | 21,108 | +1.6% | 0.03% | -7.1% |
| Q1 2024 | $1,108,087 | +33.1% | 20,774 | +21.5% | 0.03% | +12.0% |
| Q4 2023 | $832,768 | +19.6% | 17,093 | +7.5% | 0.02% | 0.0% |
| Q3 2023 | $696,424 | -46.1% | 15,904 | -43.5% | 0.02% | -51.0% |
| Q2 2023 | $1,291,927 | +10.9% | 28,153 | +6.2% | 0.05% | +4.1% |
| Q1 2023 | $1,164,706 | +8.3% | 26,507 | +4.8% | 0.05% | +4.3% |
| Q4 2022 | $1,075,162 | +13.9% | 25,298 | +3.4% | 0.05% | +4.4% |
| Q3 2022 | $944,000 | -5.0% | 24,473 | -2.3% | 0.04% | -6.2% |
| Q2 2022 | $994,000 | -7.0% | 25,054 | +10.5% | 0.05% | +2.1% |
| Q1 2022 | $1,068,931 | -1.4% | 22,666 | +4.0% | 0.05% | +4.4% |
| Q4 2021 | $1,084,000 | +8.2% | 21,800 | +0.4% | 0.04% | -4.3% |
| Q3 2021 | $1,002,000 | -3.0% | 21,708 | +0.1% | 0.05% | -7.8% |
| Q2 2021 | $1,033,000 | +8.3% | 21,689 | +5.5% | 0.05% | -5.6% |
| Q1 2021 | $954,000 | +14.8% | 20,567 | +0.0% | 0.05% | -10.0% |
| Q4 2020 | $831,000 | +30.9% | 20,560 | +5.6% | 0.06% | +5.3% |
| Q3 2020 | $635,000 | +15.7% | 19,467 | +10.9% | 0.06% | +3.6% |
| Q2 2020 | $549,000 | +31.3% | 17,555 | +6.3% | 0.06% | -1.8% |
| Q1 2020 | $418,000 | -15.2% | 16,513 | +21.5% | 0.06% | -9.7% |
| Q4 2019 | $493,000 | +6.0% | 13,594 | -1.0% | 0.06% | -15.1% |
| Q3 2019 | $465,000 | -8.1% | 13,727 | -7.6% | 0.07% | -14.1% |
| Q2 2019 | $506,000 | +24.3% | 14,858 | +21.7% | 0.08% | +37.1% |
| Q1 2019 | $407,000 | +19.7% | 12,204 | +5.7% | 0.06% | -16.2% |
| Q4 2018 | $340,000 | +33.9% | 11,542 | +64.2% | 0.07% | +42.3% |
| Q3 2018 | $254,000 | – | 7,029 | – | 0.05% | – |
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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% |