SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $483,661 | -4.6% | 11,045 | 0.0% | 0.10% | -7.1% |
Q2 2023 | $506,855 | +0.4% | 11,045 | -3.9% | 0.11% | -10.3% |
Q1 2023 | $505,002 | +2.5% | 11,493 | -0.8% | 0.13% | -10.6% |
Q4 2022 | $492,490 | +10.2% | 11,588 | 0.0% | 0.14% | -4.7% |
Q3 2022 | $447,000 | -4.9% | 11,588 | -2.1% | 0.15% | -7.5% |
Q2 2022 | $470,000 | -15.8% | 11,833 | 0.0% | 0.16% | -8.6% |
Q1 2022 | $558,000 | -8.1% | 11,833 | -3.1% | 0.18% | -12.1% |
Q4 2021 | $607,000 | +7.6% | 12,210 | 0.0% | 0.20% | -7.0% |
Q3 2021 | $564,000 | -2.6% | 12,210 | -0.4% | 0.21% | -13.4% |
Q2 2021 | $579,000 | +3.2% | 12,264 | 0.0% | 0.25% | -9.9% |
Q1 2021 | $561,000 | +4.9% | 12,264 | -7.4% | 0.27% | -8.7% |
Q4 2020 | $535,000 | – | 13,238 | – | 0.30% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |