SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 568 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 3.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,701 | -3.4% | 462 | +0.4% | 0.00% | – |
| Q1 2024 | $24,536 | +17.7% | 460 | +8.5% | 0.00% | – |
| Q4 2023 | $20,848 | +12.3% | 424 | 0.0% | 0.00% | – |
| Q3 2023 | $18,567 | -4.6% | 424 | 0.0% | 0.00% | – |
| Q2 2023 | $19,457 | +4.4% | 424 | 0.0% | 0.00% | – |
| Q1 2023 | $18,631 | +3.4% | 424 | 0.0% | 0.00% | – |
| Q4 2022 | $18,020 | +10.2% | 424 | 0.0% | 0.00% | – |
| Q3 2022 | $16,349 | -2.9% | 424 | 0.0% | 0.00% | – |
| Q2 2022 | $16,829 | +27.5% | 424 | +48.3% | 0.00% | – |
| Q3 2021 | $13,202 | – | 286 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |