SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 153 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $665,156 | -3.8% | 12,966 | 0.0% | 0.07% | -6.8% |
Q1 2024 | $691,606 | +9.2% | 12,966 | -0.3% | 0.07% | -1.3% |
Q4 2023 | $633,331 | +15.4% | 12,999 | +3.7% | 0.08% | +4.2% |
Q3 2023 | $548,745 | -7.2% | 12,531 | -2.7% | 0.07% | -4.0% |
Q2 2023 | $591,293 | +4.7% | 12,885 | +0.3% | 0.08% | -2.6% |
Q1 2023 | $564,644 | +6.3% | 12,850 | +2.8% | 0.08% | +4.1% |
Q4 2022 | $531,165 | +7.1% | 12,498 | -2.8% | 0.07% | -1.3% |
Q3 2022 | $496,000 | -2.7% | 12,858 | 0.0% | 0.08% | -5.1% |
Q2 2022 | $510,000 | -33.3% | 12,858 | -20.7% | 0.08% | -24.0% |
Q1 2022 | $765,000 | +1.9% | 16,218 | +7.5% | 0.10% | 0.0% |
Q4 2021 | $751,000 | +8.5% | 15,093 | +0.7% | 0.10% | -1.9% |
Q3 2021 | $692,000 | -2.1% | 14,982 | 0.0% | 0.11% | -0.9% |
Q2 2021 | $707,000 | +3.1% | 14,982 | 0.0% | 0.11% | -3.6% |
Q1 2021 | $686,000 | +52.8% | 14,982 | +34.7% | 0.11% | +32.1% |
Q4 2020 | $449,000 | -7.6% | 11,121 | -25.3% | 0.08% | -16.8% |
Q3 2020 | $486,000 | +4.5% | 14,886 | 0.0% | 0.10% | -1.9% |
Q2 2020 | $465,000 | +23.3% | 14,886 | 0.0% | 0.10% | +4.0% |
Q1 2020 | $377,000 | -30.1% | 14,886 | 0.0% | 0.10% | -11.6% |
Q4 2019 | $539,000 | +6.9% | 14,886 | 0.0% | 0.11% | +0.9% |
Q3 2019 | $504,000 | -0.6% | 14,886 | 0.0% | 0.11% | -2.6% |
Q2 2019 | $507,000 | +0.6% | 14,886 | -1.5% | 0.11% | -5.0% |
Q1 2019 | $504,000 | +22.0% | 15,111 | +7.6% | 0.12% | +7.1% |
Q4 2018 | $413,000 | -24.4% | 14,049 | -7.0% | 0.11% | -10.4% |
Q3 2018 | $546,000 | +3.6% | 15,111 | 0.0% | 0.12% | -5.3% |
Q2 2018 | $527,000 | +5.2% | 15,111 | 0.0% | 0.13% | -1.5% |
Q1 2018 | $501,000 | -0.6% | 15,111 | 0.0% | 0.13% | -1.5% |
Q4 2017 | $504,000 | +0.4% | 15,111 | +188.4% | 0.14% | -4.9% |
Q3 2017 | $502,000 | +8.9% | 5,239 | +5.7% | 0.14% | -7.7% |
Q2 2017 | $461,000 | +2.0% | 4,958 | 0.0% | 0.16% | -4.3% |
Q1 2017 | $452,000 | +2.7% | 4,958 | 0.0% | 0.16% | -3.6% |
Q4 2016 | $440,000 | +7.8% | 4,958 | 0.0% | 0.17% | +2.4% |
Q3 2016 | $408,000 | -11.5% | 4,958 | -16.4% | 0.16% | -14.1% |
Q2 2016 | $461,000 | +2.2% | 5,931 | -0.3% | 0.19% | -2.1% |
Q1 2016 | $451,000 | -1.3% | 5,948 | 0.0% | 0.20% | -14.1% |
Q4 2015 | $457,000 | -6.0% | 5,948 | -6.0% | 0.23% | -15.9% |
Q3 2015 | $486,000 | -12.0% | 6,326 | 0.0% | 0.27% | -3.6% |
Q2 2015 | $552,000 | -0.2% | 6,326 | 0.0% | 0.28% | -4.1% |
Q1 2015 | $553,000 | -2.3% | 6,326 | -5.8% | 0.29% | -3.3% |
Q4 2014 | $566,000 | +2.2% | 6,712 | 0.0% | 0.30% | -2.3% |
Q3 2014 | $554,000 | -5.0% | 6,712 | 0.0% | 0.31% | -12.5% |
Q2 2014 | $583,000 | +4.1% | 6,712 | +0.7% | 0.35% | +5.1% |
Q1 2014 | $560,000 | +1.8% | 6,663 | 0.0% | 0.34% | -2.6% |
Q4 2013 | $550,000 | – | 6,663 | – | 0.34% | – |
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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% |