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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,558,034 | +22.0% | 286,779 | +27.9% | 0.00% | 0.0% |
| Q2 2023 | $10,292,540 | -15.8% | 224,287 | -19.3% | 0.00% | 0.0% |
| Q1 2023 | $12,218,327 | +38.1% | 278,068 | +33.6% | 0.00% | 0.0% |
| Q4 2022 | $8,848,804 | +18.2% | 208,207 | +7.2% | 0.00% | 0.0% |
| Q3 2022 | $7,488,000 | +10.7% | 194,201 | +13.9% | 0.00% | 0.0% |
| Q2 2022 | $6,767,000 | -59.7% | 170,470 | -52.1% | 0.00% | -50.0% |
| Q1 2022 | $16,787,000 | +8.0% | 355,966 | +14.0% | 0.00% | 0.0% |
| Q4 2021 | $15,538,000 | +18.3% | 312,378 | +9.8% | 0.00% | +100.0% |
| Q3 2021 | $13,132,000 | +2.5% | 284,496 | +4.8% | 0.00% | 0.0% |
| Q2 2021 | $12,812,000 | +14.8% | 271,383 | +11.2% | 0.00% | 0.0% |
| Q1 2021 | $11,164,000 | +30.9% | 243,964 | +15.6% | 0.00% | 0.0% |
| Q4 2020 | $8,526,000 | -10.0% | 211,056 | -27.3% | 0.00% | 0.0% |
| Q3 2020 | $9,474,000 | -1.1% | 290,357 | -5.3% | 0.00% | 0.0% |
| Q2 2020 | $9,580,000 | +470.2% | 306,548 | +362.3% | 0.00% | – |
| Q1 2020 | $1,680,000 | -17.5% | 66,311 | +17.9% | 0.00% | – |
| Q4 2019 | $2,037,000 | +9.6% | 56,245 | +2.6% | 0.00% | – |
| Q3 2019 | $1,858,000 | +40.0% | 54,822 | +40.8% | 0.00% | – |
| Q2 2019 | $1,327,000 | -22.8% | 38,949 | -24.5% | 0.00% | – |
| Q1 2019 | $1,719,000 | -13.2% | 51,560 | -23.4% | 0.00% | – |
| Q4 2018 | $1,981,000 | -10.3% | 67,334 | +10.2% | 0.00% | – |
| Q3 2018 | $2,209,000 | +13.0% | 61,121 | +9.0% | 0.00% | – |
| Q2 2018 | $1,955,000 | +19.4% | 56,070 | +13.6% | 0.00% | – |
| Q1 2018 | $1,637,000 | +53.1% | 49,370 | +54.2% | 0.00% | – |
| Q4 2017 | $1,069,000 | +68.9% | 32,026 | +384.4% | 0.00% | – |
| Q3 2017 | $633,000 | +2.9% | 6,611 | -0.2% | 0.00% | – |
| Q2 2017 | $615,000 | +2.0% | 6,621 | +0.1% | 0.00% | – |
| Q1 2017 | $603,000 | +4.5% | 6,616 | +1.8% | 0.00% | – |
| Q4 2016 | $577,000 | +12.7% | 6,496 | +4.5% | 0.00% | – |
| Q3 2016 | $512,000 | +5.6% | 6,218 | -0.3% | 0.00% | – |
| Q2 2016 | $485,000 | +2.5% | 6,238 | 0.0% | 0.00% | – |
| Q1 2016 | $473,000 | -1.3% | 6,238 | 0.0% | 0.00% | – |
| Q4 2015 | $479,000 | -3.4% | 6,238 | -3.5% | 0.00% | – |
| Q3 2015 | $496,000 | -12.4% | 6,462 | -0.5% | 0.00% | – |
| Q2 2015 | $566,000 | -0.2% | 6,496 | +0.0% | 0.00% | – |
| Q1 2015 | $567,000 | -3.9% | 6,495 | -7.1% | 0.00% | – |
| Q4 2014 | $590,000 | +2.4% | 6,994 | +0.2% | 0.00% | – |
| Q3 2014 | $576,000 | -6.3% | 6,982 | -1.5% | 0.00% | – |
| Q2 2014 | $615,000 | +742.5% | 7,090 | +714.0% | 0.00% | – |
| Q1 2014 | $73,000 | -88.1% | 871 | -88.3% | 0.00% | – |
| Q4 2013 | $614,000 | -3.2% | 7,433 | -2.2% | 0.00% | – |
| Q3 2013 | $634,000 | +7.6% | 7,597 | -1.9% | 0.00% | – |
| Q2 2013 | $589,000 | – | 7,741 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |