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 | $596,157 | -18.8% | 13,614 | -14.9% | 1.04% | -10.7% |
| Q2 2023 | $733,873 | +8.8% | 15,992 | +4.2% | 1.16% | +5.4% |
| Q1 2023 | $674,303 | +71.0% | 15,346 | +65.3% | 1.10% | +79.8% |
| Q4 2022 | $394,443 | -54.7% | 9,281 | -58.6% | 0.61% | -51.0% |
| Q3 2022 | $870,000 | -5.6% | 22,401 | -3.6% | 1.25% | -0.9% |
| Q2 2022 | $922,000 | -21.1% | 23,230 | -6.2% | 1.26% | -3.2% |
| Q1 2022 | $1,168,000 | -7.1% | 24,771 | -2.0% | 1.30% | -2.1% |
| Q4 2021 | $1,257,000 | +16.3% | 25,267 | +7.9% | 1.33% | +14.9% |
| Q3 2021 | $1,081,000 | -0.5% | 23,417 | +1.8% | 1.16% | +4.4% |
| Q2 2021 | $1,086,000 | – | 23,011 | – | 1.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |