SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,616 | -42.4% | 2,115 | -39.6% | 0.00% | – |
| Q2 2023 | $160,660 | -33.4% | 3,501 | -36.3% | 0.00% | – |
| Q1 2023 | $241,363 | +6.1% | 5,493 | +2.6% | 0.00% | – |
| Q4 2022 | $227,460 | +10.4% | 5,352 | 0.0% | 0.00% | – |
| Q3 2022 | $206,000 | +145.2% | 5,352 | +152.9% | 0.00% | – |
| Q2 2022 | $84,000 | -6.7% | 2,116 | +9.9% | 0.00% | – |
| Q1 2022 | $90,000 | -11.8% | 1,925 | -6.2% | 0.00% | – |
| Q4 2021 | $102,000 | -3.8% | 2,052 | -11.2% | 0.00% | – |
| Q3 2021 | $106,000 | +26.2% | 2,311 | +30.2% | 0.00% | – |
| Q2 2021 | $84,000 | -68.2% | 1,775 | -69.2% | 0.00% | -100.0% |
| Q1 2021 | $264,000 | +18.4% | 5,761 | +4.4% | 0.00% | – |
| Q4 2020 | $223,000 | +23.2% | 5,520 | -0.9% | 0.00% | – |
| Q3 2020 | $181,000 | +4.0% | 5,568 | 0.0% | 0.00% | – |
| Q2 2020 | $174,000 | +23.4% | 5,568 | 0.0% | 0.00% | – |
| Q1 2020 | $141,000 | -30.2% | 5,568 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $202,000 | +17.4% | 5,568 | +9.7% | 0.00% | – |
| Q3 2019 | $172,000 | +13.9% | 5,076 | +14.9% | 0.00% | – |
| Q2 2019 | $151,000 | +2.7% | 4,416 | 0.0% | 0.00% | – |
| Q1 2019 | $147,000 | +2.1% | 4,416 | -9.8% | 0.00% | – |
| Q4 2018 | $144,000 | +220.0% | 4,895 | +729.7% | 0.00% | – |
| Q2 2013 | $45,000 | – | 590 | – | 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% |