SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 458 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $702,502 | -6.2% | 13,694 | -2.5% | 0.05% | -9.3% |
| Q1 2024 | $749,107 | +9.5% | 14,044 | 0.0% | 0.05% | -1.8% |
| Q4 2023 | $684,224 | +11.3% | 14,044 | 0.0% | 0.06% | -5.2% |
| Q3 2023 | $614,987 | -4.6% | 14,044 | 0.0% | 0.06% | -9.4% |
| Q2 2023 | $644,479 | +0.2% | 14,044 | -4.1% | 0.06% | -8.6% |
| Q1 2023 | $643,326 | +1.9% | 14,641 | -1.4% | 0.07% | -6.7% |
| Q4 2022 | $631,253 | +10.2% | 14,853 | 0.0% | 0.08% | +1.4% |
| Q3 2022 | $573,000 | -2.9% | 14,853 | 0.0% | 0.07% | -2.6% |
| Q2 2022 | $590,000 | +0.7% | 14,853 | +19.6% | 0.08% | +31.0% |
| Q1 2022 | $586,000 | -5.2% | 12,421 | 0.0% | 0.06% | -10.8% |
| Q4 2021 | $618,000 | +7.9% | 12,421 | 0.0% | 0.06% | -7.1% |
| Q3 2021 | $573,000 | -2.2% | 12,421 | 0.0% | 0.07% | -10.3% |
| Q2 2021 | $586,000 | +1.2% | 12,421 | -1.9% | 0.08% | -11.4% |
| Q1 2021 | $579,000 | +13.1% | 12,661 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $512,000 | +24.0% | 12,661 | 0.0% | 0.09% | +11.2% |
| Q3 2020 | $413,000 | +4.3% | 12,661 | 0.0% | 0.08% | -11.1% |
| Q2 2020 | $396,000 | – | 12,661 | – | 0.09% | – |
Download | ||||||
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% |