SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 481 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,366,432 | -1.8% | 46,129 | +2.1% | 0.64% | +2.7% |
Q1 2024 | $2,409,268 | +28.6% | 45,168 | +5.5% | 0.62% | +70.0% |
Q3 2023 | $1,873,901 | -4.1% | 42,793 | +0.4% | 0.37% | -29.4% |
Q2 2023 | $1,955,020 | +8.4% | 42,602 | +3.8% | 0.52% | +8.6% |
Q1 2023 | $1,803,179 | +7.1% | 41,037 | +3.6% | 0.48% | +6.0% |
Q4 2022 | $1,684,075 | +12.0% | 39,625 | +1.6% | 0.45% | +8.7% |
Q3 2022 | $1,504,000 | +8.9% | 39,001 | +12.1% | 0.42% | +22.4% |
Q2 2022 | $1,381,000 | -12.3% | 34,800 | +4.3% | 0.34% | +4.0% |
Q1 2022 | $1,574,000 | +34.9% | 33,372 | +32.0% | 0.33% | +26.3% |
Q3 2021 | $1,167,000 | -20.4% | 25,280 | -18.6% | 0.26% | -25.6% |
Q2 2021 | $1,466,000 | +146500.0% | 31,051 | +0.4% | 0.35% | +34700.0% |
Q1 2021 | $1,000 | -99.9% | 30,923 | -3.2% | 0.00% | -99.7% |
Q4 2020 | $1,289,000 | +23.6% | 31,929 | -0.2% | 0.35% | +26.4% |
Q3 2020 | $1,043,000 | +4.7% | 31,978 | +0.3% | 0.28% | 0.0% |
Q2 2020 | $996,000 | +19.6% | 31,887 | -3.3% | 0.28% | -2.1% |
Q1 2020 | $833,000 | +4.5% | 32,987 | +49.9% | 0.28% | +34.8% |
Q4 2019 | $797,000 | – | 22,004 | – | 0.21% | – |
Download |
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% |