SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 342 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,988,067 | +2.2% | 155,713 | +6.2% | 3.90% | -0.4% |
| Q1 2024 | $7,817,256 | +18.4% | 146,555 | +8.1% | 3.92% | +9.6% |
| Q4 2023 | $6,602,076 | +19.0% | 135,511 | +7.0% | 3.58% | +8.0% |
| Q3 2023 | $5,547,532 | +5.6% | 126,685 | +10.7% | 3.31% | +5.9% |
| Q2 2023 | $5,253,743 | +6.3% | 114,486 | +1.8% | 3.12% | +0.4% |
| Q1 2023 | $4,940,678 | +31.2% | 112,441 | +26.9% | 3.11% | +25.7% |
| Q4 2022 | $3,766,974 | +7.9% | 88,635 | -2.1% | 2.48% | +0.2% |
| Q3 2022 | $3,491,000 | +224.4% | 90,544 | +234.0% | 2.47% | +250.0% |
| Q2 2022 | $1,076,000 | -16.0% | 27,111 | +5.3% | 0.71% | +0.6% |
| Q4 2021 | $1,281,000 | +6.0% | 25,749 | +0.4% | 0.70% | +0.7% |
| Q1 2021 | $1,209,000 | – | 25,635 | – | 0.70% | – |
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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% |