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 | $8,434,963 | +1.9% | 164,424 | +6.0% | 1.70% | -4.6% |
| Q1 2024 | $8,275,164 | +17.2% | 155,140 | +7.1% | 1.78% | +10.3% |
| Q4 2023 | $7,058,882 | +19.9% | 144,887 | +7.8% | 1.61% | -1.8% |
| Q3 2023 | $5,886,843 | -7.1% | 134,433 | -2.7% | 1.64% | -2.0% |
| Q2 2023 | $6,339,621 | +7.1% | 138,148 | +2.6% | 1.68% | +2.0% |
| Q1 2023 | $5,919,065 | +3.2% | 134,708 | -0.2% | 1.64% | -2.8% |
| Q4 2022 | $5,733,766 | +17.9% | 134,912 | +6.9% | 1.69% | +4.5% |
| Q3 2022 | $4,865,000 | -0.4% | 126,170 | +2.5% | 1.62% | +1.1% |
| Q2 2022 | $4,884,000 | -11.8% | 123,046 | +4.8% | 1.60% | -8.3% |
| Q1 2022 | $5,537,000 | +0.7% | 117,405 | +6.2% | 1.74% | -1.2% |
| Q4 2021 | $5,499,000 | +5.1% | 110,549 | -2.5% | 1.76% | -5.3% |
| Q3 2021 | $5,234,000 | -1.7% | 113,381 | +0.5% | 1.86% | -2.6% |
| Q2 2021 | $5,324,000 | -2.9% | 112,764 | -5.9% | 1.91% | -8.6% |
| Q1 2021 | $5,485,000 | +5.4% | 119,849 | -6.9% | 2.09% | -1.6% |
| Q4 2020 | $5,204,000 | +18.2% | 128,789 | -4.5% | 2.12% | +4.6% |
| Q3 2020 | $4,402,000 | +4.1% | 134,882 | -0.3% | 2.03% | -0.9% |
| Q2 2020 | $4,229,000 | +233.8% | 135,298 | +170.6% | 2.05% | +142.6% |
| Q1 2020 | $1,267,000 | – | 50,001 | – | 0.84% | – |
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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% |