SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 432 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $165,953 | +83.2% | 3,235 | +90.5% | 0.01% | +200.0% |
Q1 2024 | $90,581 | -24.1% | 1,698 | -31.6% | 0.00% | -50.0% |
Q4 2023 | $119,290 | -37.6% | 2,484 | -43.1% | 0.00% | -42.9% |
Q3 2023 | $191,323 | +2116.2% | 4,369 | +2223.9% | 0.01% | – |
Q2 2023 | $8,633 | -65.1% | 188 | -66.7% | 0.00% | -100.0% |
Q1 2023 | $24,761 | +225000.0% | 564 | +122.9% | 0.00% | 0.0% |
Q4 2022 | $11 | -99.6% | 253 | +283.3% | 0.00% | – |
Q3 2022 | $3,000 | 0.0% | 66 | 0.0% | 0.00% | – |
Q2 2022 | $3,000 | -98.4% | 66 | -98.4% | 0.00% | -100.0% |
Q1 2022 | $193,000 | -16.1% | 4,083 | -11.8% | 0.01% | 0.0% |
Q4 2021 | $230,000 | -9.4% | 4,629 | -15.9% | 0.01% | -28.6% |
Q3 2021 | $254,000 | -1.9% | 5,502 | +0.2% | 0.01% | 0.0% |
Q2 2021 | $259,000 | -3.7% | 5,491 | -6.5% | 0.01% | 0.0% |
Q1 2021 | $269,000 | – | 5,874 | – | 0.01% | – |
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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% |