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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,805,901 | +11.0% | 365,474 | -0.2% | 2.47% | +14.3% |
| Q3 2023 | $16,036,144 | -1.3% | 366,206 | +3.5% | 2.16% | -7.4% |
| Q2 2023 | $16,239,669 | +16.0% | 353,883 | +11.1% | 2.33% | +5.6% |
| Q1 2023 | $14,002,169 | +12.5% | 318,666 | +8.8% | 2.21% | +0.8% |
| Q4 2022 | $12,448,458 | +61.4% | 292,905 | +46.5% | 2.19% | +13.2% |
| Q3 2022 | $7,712,000 | +12.9% | 199,988 | +16.2% | 1.93% | +0.5% |
| Q2 2022 | $6,830,000 | +29.3% | 172,089 | +53.6% | 1.92% | +46.2% |
| Q1 2022 | $5,284,000 | +3.8% | 112,041 | +9.4% | 1.32% | -0.7% |
| Q4 2021 | $5,092,000 | +14.2% | 102,382 | +6.0% | 1.33% | -9.0% |
| Q3 2021 | $4,458,000 | -10.4% | 96,566 | -8.3% | 1.46% | -7.3% |
| Q2 2021 | $4,974,000 | +8.0% | 105,357 | +4.7% | 1.57% | -5.1% |
| Q1 2021 | $4,605,000 | +9.9% | 100,640 | -2.9% | 1.66% | -1.2% |
| Q4 2020 | $4,189,000 | – | 103,689 | – | 1.68% | – |
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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% |