SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,136,000 | -1.7% | 688,199 | +3.0% | 4.45% | +24.9% |
| Q2 2023 | $30,662,000 | +10.1% | 668,168 | +5.4% | 3.56% | +2.5% |
| Q1 2023 | $27,855,000 | +15.8% | 633,922 | +12.0% | 3.47% | +0.4% |
| Q4 2022 | $24,048,000 | -31.0% | 565,835 | -37.4% | 3.46% | -41.6% |
| Q3 2022 | $34,827,000 | +66.9% | 903,191 | +71.8% | 5.92% | +55.6% |
| Q2 2022 | $20,866,000 | -12.7% | 525,730 | +3.7% | 3.81% | -1.1% |
| Q1 2022 | $23,911,000 | -3.7% | 507,009 | +1.6% | 3.85% | +0.6% |
| Q4 2021 | $24,818,000 | +8.6% | 498,962 | +0.8% | 3.82% | +2.7% |
| Q3 2021 | $22,859,000 | -2.8% | 495,212 | -0.6% | 3.72% | +6.7% |
| Q2 2021 | $23,526,000 | +78.3% | 498,327 | +72.8% | 3.49% | +55.4% |
| Q1 2021 | $13,196,000 | – | 288,389 | – | 2.25% | – |
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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% |