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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $267 | -99.9% | 6,275 | +2.9% | 0.02% | +8.7% |
| Q3 2022 | $235,000 | -10.6% | 6,097 | -8.0% | 0.02% | -11.5% |
| Q2 2022 | $263,000 | -91.7% | 6,626 | -90.1% | 0.03% | -89.6% |
| Q1 2022 | $3,155,000 | +0.5% | 66,909 | +6.0% | 0.25% | +5.1% |
| Q4 2021 | $3,139,000 | +14.0% | 63,117 | +5.8% | 0.24% | +2.6% |
| Q3 2021 | $2,753,000 | +5.6% | 59,647 | +8.0% | 0.23% | +5.5% |
| Q2 2021 | $2,606,000 | +4.9% | 55,209 | +1.7% | 0.22% | -10.6% |
| Q1 2021 | $2,484,000 | +29.0% | 54,285 | +13.9% | 0.24% | +20.7% |
| Q4 2020 | $1,925,000 | +36.4% | 47,643 | +10.2% | 0.20% | +4.1% |
| Q3 2020 | $1,411,000 | +12.5% | 43,230 | +7.7% | 0.20% | +5.4% |
| Q2 2020 | $1,254,000 | +25.7% | 40,133 | +1.9% | 0.18% | -7.0% |
| Q1 2020 | $998,000 | -23.4% | 39,391 | +9.5% | 0.20% | +9.3% |
| Q4 2019 | $1,303,000 | +27.2% | 35,975 | +19.1% | 0.18% | +13.8% |
| Q3 2019 | $1,024,000 | +24.1% | 30,217 | +24.8% | 0.16% | +23.1% |
| Q2 2019 | $825,000 | -96.2% | 24,220 | +3278.0% | 0.13% | +3.2% |
| Q1 2019 | $21,515,000 | +153578.6% | 717 | +77.5% | 0.13% | +26.0% |
| Q4 2018 | $14,000 | -94.0% | 404 | +6633.3% | 0.10% | +138.1% |
| Q3 2018 | $232,000 | +19.6% | 6 | -99.9% | 0.04% | +55.6% |
| Q2 2018 | $194,000 | – | 5,554 | – | 0.03% | – |
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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% |