SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $397,113 | +0.5% | 7,741 | +4.5% | 0.15% | -0.6% |
| Q1 2024 | $394,982 | +23.0% | 7,405 | +12.4% | 0.16% | +14.8% |
| Q4 2023 | $321,006 | +30.9% | 6,589 | +17.7% | 0.14% | +17.4% |
| Q3 2023 | $245,206 | +0.7% | 5,600 | +5.6% | 0.12% | +3.6% |
| Q2 2023 | $243,467 | +9.3% | 5,305 | +4.7% | 0.11% | +2.8% |
| Q1 2023 | $222,710 | +6.5% | 5,068 | +3.0% | 0.11% | +0.9% |
| Q4 2022 | $209,093 | -3.6% | 4,920 | +6.8% | 0.11% | +7.0% |
| Q1 2022 | $217,000 | +0.5% | 4,606 | +6.0% | 0.10% | +6.4% |
| Q4 2021 | $216,000 | +8.0% | 4,345 | +0.1% | 0.09% | -3.1% |
| Q3 2021 | $200,000 | +77.0% | 4,339 | +38.8% | 0.10% | +51.6% |
| Q4 2019 | $113,000 | – | 3,127 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |