SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 568 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 3.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $218,388 | -38.3% | 4,257 | -35.8% | 0.08% | -40.5% |
| Q1 2024 | $353,677 | -0.9% | 6,631 | -9.5% | 0.13% | -11.9% |
| Q4 2023 | $357,032 | -85.2% | 7,328 | -86.7% | 0.14% | -87.4% |
| Q3 2023 | $2,418,251 | +822.1% | 55,224 | +866.3% | 1.13% | +869.2% |
| Q2 2023 | $262,261 | -48.8% | 5,715 | -50.9% | 0.12% | -52.2% |
| Q1 2023 | $511,857 | -42.9% | 11,649 | -44.8% | 0.24% | -43.9% |
| Q4 2022 | $896,387 | -25.3% | 21,091 | -32.2% | 0.44% | -39.2% |
| Q3 2022 | $1,200,000 | -84.0% | 31,130 | -83.6% | 0.72% | -83.7% |
| Q2 2022 | $7,512,000 | -17.0% | 189,278 | -1.4% | 4.42% | -7.4% |
| Q1 2022 | $9,052,000 | +2.6% | 191,948 | +8.2% | 4.77% | +12.6% |
| Q4 2021 | $8,823,000 | +13.9% | 177,373 | +5.7% | 4.23% | +7.6% |
| Q3 2021 | $7,748,000 | +6.0% | 167,842 | +8.4% | 3.93% | +1.1% |
| Q2 2021 | $7,309,000 | – | 154,809 | – | 3.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,539,802 | $304,602,000 | 14.74% |
| Measured Wealth Private Client Group, LLC | 651,521 | $26,321,000 | 10.96% |
| WALLER FINANCIAL PLANNING GROUP, INC | 748,753 | $30,250,000 | 9.43% |
| Peterson Wealth Advisors, LLC | 428,070 | $17,294,000 | 7.61% |
| ARQ WEALTH ADVISORS, LLC | 237,039 | $9,576,000 | 6.02% |
| Valmark Advisers, Inc. | 7,178,579 | $290,015,000 | 5.90% |
| Financial Strategies Group, Inc. | 247,484 | $9,998,000 | 5.57% |
| Private Wealth Group, LLC | 150,489 | $6,080,000 | 5.06% |
| Good Life Advisors, LLC | 528,430 | $21,344,000 | 5.00% |
| TPG Financial Advisors, LLC | 166,713 | $6,735,000 | 5.00% |