SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,949,420 | -0.5% | 90,190 | +4.2% | 0.00% | 0.0% |
| Q2 2023 | $3,970,953 | +4.4% | 86,532 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,802,216 | +4.5% | 86,532 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $3,639,870 | -5.2% | 85,644 | -13.9% | 0.00% | 0.0% |
| Q3 2022 | $3,838,000 | -15.0% | 99,524 | -12.5% | 0.00% | 0.0% |
| Q2 2022 | $4,515,000 | -19.2% | 113,748 | -4.0% | 0.00% | 0.0% |
| Q1 2022 | $5,589,000 | 0.0% | 118,522 | +5.5% | 0.00% | 0.0% |
| Q4 2021 | $5,589,000 | +71.5% | 112,358 | +59.2% | 0.00% | 0.0% |
| Q3 2021 | $3,258,000 | +58.0% | 70,576 | +61.6% | 0.00% | – |
| Q2 2021 | $2,062,000 | -60.2% | 43,675 | -61.4% | 0.00% | -100.0% |
| Q1 2021 | $5,178,000 | +873.3% | 113,165 | +759.6% | 0.00% | – |
| Q4 2020 | $532,000 | +23.7% | 13,165 | 0.0% | 0.00% | – |
| Q3 2020 | $430,000 | +4.6% | 13,165 | 0.0% | 0.00% | – |
| Q2 2020 | $411,000 | -74.0% | 13,165 | -78.9% | 0.00% | -100.0% |
| Q1 2020 | $1,579,000 | +231.0% | 62,350 | +373.6% | 0.00% | – |
| Q4 2019 | $477,000 | -72.5% | 13,165 | -74.2% | 0.00% | -100.0% |
| Q3 2019 | $1,732,000 | -0.6% | 51,096 | -0.1% | 0.00% | 0.0% |
| Q2 2019 | $1,742,000 | -79.8% | 51,138 | -80.2% | 0.00% | -66.7% |
| Q1 2019 | $8,607,000 | +146.4% | 258,246 | +117.5% | 0.00% | +200.0% |
| Q4 2018 | $3,493,000 | +543.3% | 118,742 | +691.2% | 0.00% | – |
| Q3 2018 | $543,000 | +67.1% | 15,008 | +309.6% | 0.00% | – |
| Q4 2016 | $325,000 | -88.7% | 3,664 | -89.5% | 0.00% | -100.0% |
| Q3 2016 | $2,865,000 | +923.2% | 34,816 | +865.0% | 0.00% | – |
| Q2 2016 | $280,000 | -83.6% | 3,608 | -82.1% | 0.00% | -100.0% |
| Q4 2014 | $1,705,000 | +11.2% | 20,212 | +8.8% | 0.00% | – |
| Q3 2014 | $1,533,000 | -4.4% | 18,571 | +0.5% | 0.00% | -100.0% |
| Q2 2014 | $1,603,000 | +2.1% | 18,471 | -1.1% | 0.00% | 0.0% |
| Q1 2014 | $1,570,000 | +0.7% | 18,671 | -1.1% | 0.00% | 0.0% |
| Q4 2013 | $1,559,000 | -2.6% | 18,885 | -1.6% | 0.00% | 0.0% |
| Q3 2013 | $1,600,000 | – | 19,185 | – | 0.00% | – |
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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% |