SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | -8.3% | 25,054 | +14.9% | 0.05% | +6.7% |
| 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 | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |