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 | $8,825,750 | +6.1% | 172,445 | +10.6% | 1.61% | -16.9% |
| Q1 2024 | $8,319,512 | +11.6% | 155,971 | -0.6% | 1.94% | +21.0% |
| Q4 2023 | $7,454,002 | +35.7% | 156,893 | +23.4% | 1.60% | +19.2% |
| Q3 2023 | $5,491,487 | +18.0% | 127,098 | +24.6% | 1.34% | +17.8% |
| Q2 2023 | $4,653,281 | +26.3% | 102,023 | +19.7% | 1.14% | +19.7% |
| Q1 2023 | $3,683,554 | +25.0% | 85,267 | +24.2% | 0.95% | +22.3% |
| Q4 2022 | $2,946,885 | +53.2% | 68,628 | +38.5% | 0.78% | +24.0% |
| Q3 2022 | $1,923,000 | – | 49,538 | – | 0.63% | – |
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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% |