SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,229 | -4.9% | 8,683 | -0.3% | 0.25% | -6.1% |
| Q2 2023 | $399,840 | +4.4% | 8,713 | 0.0% | 0.26% | +2.7% |
| Q1 2023 | $382,849 | +3.4% | 8,713 | 0.0% | 0.26% | -5.5% |
| Q4 2022 | $370,303 | +8.3% | 8,713 | -1.7% | 0.27% | -1.5% |
| Q3 2022 | $342,000 | -4.7% | 8,863 | -2.0% | 0.28% | -1.1% |
| Q2 2022 | $359,000 | -15.7% | 9,040 | 0.0% | 0.28% | +8.6% |
| Q1 2022 | $426,000 | +191.8% | 9,040 | +207.9% | 0.26% | +208.4% |
| Q4 2021 | $146,000 | +7.4% | 2,936 | 0.0% | 0.08% | +1.2% |
| Q3 2021 | $136,000 | -12.8% | 2,936 | -11.0% | 0.08% | -15.5% |
| Q2 2021 | $156,000 | +3.3% | 3,299 | 0.0% | 0.10% | -7.6% |
| Q1 2021 | $151,000 | -59.3% | 3,299 | -64.1% | 0.10% | -61.7% |
| Q4 2020 | $371,000 | – | 9,195 | – | 0.27% | – |
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% |