SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,339,638 | -35.6% | 30,592 | -32.5% | 0.02% | -27.3% |
| Q2 2023 | $2,080,881 | +47.3% | 45,345 | +41.0% | 0.02% | +29.4% |
| Q1 2023 | $1,412,997 | +110.2% | 32,157 | +103.3% | 0.02% | -29.2% |
| Q4 2022 | $672,216 | +14.1% | 15,817 | +3.5% | 0.02% | +4.3% |
| Q3 2022 | $589,000 | +1.9% | 15,280 | +4.8% | 0.02% | 0.0% |
| Q2 2022 | $578,000 | -8.3% | 14,574 | +9.1% | 0.02% | +4.5% |
| Q1 2022 | $630,000 | +20.5% | 13,354 | +27.0% | 0.02% | +29.4% |
| Q4 2021 | $523,000 | +100.4% | 10,512 | +86.1% | 0.02% | +70.0% |
| Q3 2021 | $261,000 | +21.4% | 5,648 | +24.3% | 0.01% | +25.0% |
| Q2 2021 | $215,000 | +21400.0% | 4,545 | +21542.9% | 0.01% | – |
| Q2 2020 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 21 | – | 0.00% | – |
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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% |