SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,309,878 | +0.9% | 601,007 | +5.8% | 0.01% | +12.5% |
| Q2 2023 | $26,063,624 | +56.9% | 568,023 | +50.4% | 0.01% | +60.0% |
| Q1 2023 | $16,613,068 | -24.9% | 377,747 | -27.4% | 0.01% | -37.5% |
| Q4 2022 | $22,113,000 | +123.5% | 520,225 | +102.7% | 0.01% | +100.0% |
| Q3 2022 | $9,896,000 | +12.0% | 256,645 | +15.1% | 0.00% | +33.3% |
| Q2 2022 | $8,838,000 | -28.0% | 222,892 | -14.4% | 0.00% | -25.0% |
| Q1 2022 | $12,269,000 | -11.9% | 260,302 | -7.0% | 0.00% | 0.0% |
| Q4 2021 | $13,919,000 | -28.7% | 279,827 | -34.0% | 0.00% | -33.3% |
| Q3 2021 | $19,515,000 | +4.0% | 423,805 | +6.7% | 0.01% | 0.0% |
| Q2 2021 | $18,758,000 | +8.8% | 397,308 | +5.4% | 0.01% | 0.0% |
| Q1 2021 | $17,240,000 | +37.5% | 376,790 | +20.3% | 0.01% | +50.0% |
| Q4 2020 | $12,534,000 | +39.8% | 313,203 | +13.9% | 0.00% | 0.0% |
| Q3 2020 | $8,963,000 | +13.4% | 274,959 | +8.3% | 0.00% | +33.3% |
| Q2 2020 | $7,905,000 | -24.3% | 253,863 | -38.6% | 0.00% | -40.0% |
| Q1 2020 | $10,448,000 | -23.3% | 413,524 | +11.7% | 0.01% | -16.7% |
| Q4 2019 | $13,627,000 | +33.0% | 370,192 | +22.4% | 0.01% | +20.0% |
| Q3 2019 | $10,247,000 | -9.4% | 302,424 | -9.1% | 0.01% | 0.0% |
| Q2 2019 | $11,314,000 | +12.7% | 332,816 | +10.4% | 0.01% | 0.0% |
| Q1 2019 | $10,038,000 | -11.0% | 301,393 | -21.4% | 0.01% | -16.7% |
| Q4 2018 | $11,282,000 | -81.5% | 383,587 | -77.3% | 0.01% | -71.4% |
| Q3 2018 | $61,017,000 | +2101.2% | 1,690,236 | +2026.9% | 0.02% | +2000.0% |
| Q2 2018 | $2,772,000 | +145.5% | 79,470 | +133.4% | 0.00% | 0.0% |
| Q1 2018 | $1,129,000 | +5.4% | 34,046 | +6.1% | 0.00% | – |
| Q4 2017 | $1,071,000 | +11800.0% | 32,091 | +30174.5% | 0.00% | – |
| Q3 2014 | $9,000 | 0.0% | 106 | 0.0% | 0.00% | – |
| Q2 2014 | $9,000 | – | 106 | – | 0.00% | – |
Download | ||||||
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% |