SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 218 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $16,737 | -3.1% | 326,250 | +0.8% | 0.07% | -4.2% |
Q1 2024 | $17,268 | +9.3% | 323,729 | -0.1% | 0.07% | -2.7% |
Q4 2023 | $15,795 | +11.3% | 324,203 | +0.0% | 0.07% | -7.6% |
Q3 2023 | $14,195 | -9.1% | 324,164 | -4.7% | 0.08% | -8.1% |
Q2 2023 | $15,616 | +16.4% | 340,302 | +11.5% | 0.09% | -9.5% |
Q1 2023 | $13,415 | -2.1% | 305,293 | -5.3% | 0.10% | +5.6% |
Q4 2022 | $13,707 | -99.9% | 322,529 | +1.3% | 0.09% | -3.2% |
Q3 2022 | $12,275,000 | +4.1% | 318,343 | +7.2% | 0.09% | +3.3% |
Q2 2022 | $11,789,000 | -11.6% | 297,024 | +5.1% | 0.09% | -4.3% |
Q1 2022 | $13,333,000 | -7.4% | 282,725 | -2.4% | 0.09% | -9.6% |
Q4 2021 | $14,401,000 | +10.2% | 289,530 | +2.3% | 0.10% | 0.0% |
Q3 2021 | $13,071,000 | +1.3% | 283,158 | +3.6% | 0.10% | -3.7% |
Q2 2021 | $12,902,000 | +2.6% | 273,281 | -0.5% | 0.11% | -10.0% |
Q1 2021 | $12,569,000 | +34.1% | 274,667 | +18.4% | 0.12% | +20.0% |
Q4 2020 | $9,371,000 | +4493.6% | 231,958 | +3609.0% | 0.10% | +3233.3% |
Q3 2020 | $204,000 | -23.6% | 6,254 | -26.8% | 0.00% | -25.0% |
Q2 2020 | $267,000 | -43.1% | 8,542 | -53.9% | 0.00% | -50.0% |
Q1 2020 | $469,000 | +0.9% | 18,531 | +44.5% | 0.01% | +14.3% |
Q4 2019 | $465,000 | +59.2% | 12,824 | +49.0% | 0.01% | +40.0% |
Q3 2019 | $292,000 | -0.7% | 8,605 | -0.3% | 0.01% | +25.0% |
Q2 2019 | $294,000 | 0.0% | 8,627 | -2.2% | 0.00% | -20.0% |
Q1 2019 | $294,000 | – | 8,820 | – | 0.01% | – |
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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% |