SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $923 | -7.0% | 17,998 | -3.2% | 0.08% | -55.1% |
| Q1 2024 | $992 | +86.1% | 18,598 | +69.9% | 0.17% | +74.0% |
| Q4 2023 | $533 | +17.1% | 10,949 | +5.3% | 0.10% | +31.5% |
| Q3 2023 | $455 | +2.9% | 10,397 | +8.0% | 0.07% | +30.4% |
| Q2 2023 | $442 | +5.0% | 9,627 | +0.6% | 0.06% | -27.3% |
| Q1 2023 | $421 | -27.3% | 9,571 | -29.7% | 0.08% | -41.2% |
| Q4 2022 | $579 | -99.9% | 13,620 | -97.7% | 0.13% | -4.4% |
| Q3 2022 | $596,000 | -4.9% | 595,971 | +3674.4% | 0.14% | +42.7% |
| Q2 2022 | $627,000 | +1429.3% | 15,790 | -98.5% | 0.10% | -46.1% |
| Q1 2022 | $41,000 | -96.6% | 1,047,559 | +3936.5% | 0.18% | +10.6% |
| Q4 2021 | $1,198,000 | -8.9% | 25,952 | -8.9% | 0.16% | -10.6% |
| Q3 2021 | $1,315,000 | -9.1% | 28,490 | -20.4% | 0.18% | -21.7% |
| Q4 2020 | $1,446,000 | – | 35,801 | – | 0.23% | – |
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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% |