SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 391 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,839,573 | -7.2% | 191,804 | -3.5% | 0.10% | -8.8% |
| Q1 2024 | $10,604,282 | +280.1% | 198,805 | +242.9% | 0.11% | +256.2% |
| Q4 2023 | $2,790,205 | +108.3% | 57,972 | +89.5% | 0.03% | +100.0% |
| 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% | – |
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% |