SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 568 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 3.00 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 | 7,594,115 | $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% |