SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 540 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $284,100 | +3.3% | 5,538 | -11.8% | 0.25% | -10.9% |
| Q3 2023 | $275,089 | -10.3% | 6,282 | -6.0% | 0.28% | -5.3% |
| Q2 2023 | $306,637 | -17.3% | 6,682 | -20.8% | 0.30% | -22.4% |
| Q1 2023 | $370,854 | -13.2% | 8,440 | -16.0% | 0.39% | +18.7% |
| Q4 2022 | $427,083 | +9.8% | 10,049 | -0.5% | 0.33% | -6.8% |
| Q3 2022 | $389,000 | -3.5% | 10,095 | -0.7% | 0.35% | +1.7% |
| Q2 2022 | $403,000 | -17.6% | 10,166 | -1.9% | 0.34% | -7.3% |
| Q1 2022 | $489,000 | -8.9% | 10,366 | -3.9% | 0.37% | +19.2% |
| Q4 2021 | $537,000 | +7.0% | 10,790 | -0.8% | 0.31% | -11.1% |
| Q3 2021 | $502,000 | -3.1% | 10,872 | -0.9% | 0.35% | -12.7% |
| Q2 2021 | $518,000 | +1.4% | 10,972 | -1.7% | 0.40% | -5.2% |
| Q1 2021 | $511,000 | +1177.5% | 11,157 | -3.2% | 0.42% | +3754.5% |
| Q4 2020 | $40,000 | -92.8% | 11,529 | -31.9% | 0.01% | -97.9% |
| Q3 2020 | $552,000 | +23.8% | 16,919 | +18.5% | 0.52% | +401.9% |
| Q2 2020 | $446,000 | – | 14,274 | – | 0.10% | – |
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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% |