SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,145,252 | -5.7% | 26,153 | -1.2% | 0.33% | -16.1% |
Q2 2023 | $1,214,935 | -44.6% | 26,475 | -47.0% | 0.40% | -40.8% |
Q1 2023 | $2,193,630 | +4.0% | 49,923 | +0.6% | 0.67% | +9.1% |
Q4 2022 | $2,108,984 | +4.4% | 49,623 | -5.3% | 0.62% | +1.8% |
Q3 2022 | $2,020,000 | -0.6% | 52,394 | +2.3% | 0.60% | +6.0% |
Q2 2022 | $2,033,000 | -18.5% | 51,211 | -3.1% | 0.57% | -9.1% |
Q1 2022 | $2,496,000 | -5.7% | 52,868 | -0.3% | 0.63% | -20.1% |
Q4 2021 | $2,647,000 | +9.6% | 53,041 | +1.4% | 0.78% | -4.0% |
Q3 2021 | $2,416,000 | -3.6% | 52,333 | -1.5% | 0.82% | -2.5% |
Q2 2021 | $2,507,000 | +6.5% | 53,103 | +3.2% | 0.84% | -12.2% |
Q1 2021 | $2,355,000 | +26.9% | 51,462 | +12.0% | 0.96% | +22.3% |
Q4 2020 | $1,856,000 | – | 45,932 | – | 0.78% | – |
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% |