SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,308,844 | -1.3% | 2,633,222 | +3.5% | 0.01% | 0.0% |
| Q2 2023 | $116,807,640 | +144.1% | 2,545,381 | +133.7% | 0.01% | +140.0% |
| Q1 2023 | $47,859,479 | +11.8% | 1,089,200 | +8.1% | 0.01% | 0.0% |
| Q4 2022 | $42,808,701 | -3.1% | 1,007,263 | -12.0% | 0.01% | -16.7% |
| Q3 2022 | $44,159,000 | +3.1% | 1,145,200 | +6.1% | 0.01% | 0.0% |
| Q2 2022 | $42,842,000 | -3.6% | 1,079,390 | +14.5% | 0.01% | 0.0% |
| Q1 2022 | $44,457,000 | -2.1% | 942,689 | +3.3% | 0.01% | 0.0% |
| Q4 2021 | $45,405,000 | +35.8% | 912,839 | +26.0% | 0.01% | +20.0% |
| Q3 2021 | $33,447,000 | +4.9% | 724,604 | +7.3% | 0.01% | +25.0% |
| Q2 2021 | $31,870,000 | -19.5% | 675,076 | -22.0% | 0.00% | -33.3% |
| Q1 2021 | $39,612,000 | +27.9% | 865,649 | +12.9% | 0.01% | +20.0% |
| Q4 2020 | $30,964,000 | +57.4% | 766,425 | +27.2% | 0.01% | +25.0% |
| Q3 2020 | $19,666,000 | +6.8% | 602,692 | +2.3% | 0.00% | 0.0% |
| Q2 2020 | $18,418,000 | +29.1% | 589,397 | +4.6% | 0.00% | 0.0% |
| Q1 2020 | $14,270,000 | +47.2% | 563,343 | +110.5% | 0.00% | +100.0% |
| Q4 2019 | $9,696,000 | +11.6% | 267,647 | +4.4% | 0.00% | 0.0% |
| Q3 2019 | $8,689,000 | -15.6% | 256,384 | -15.2% | 0.00% | -33.3% |
| Q2 2019 | $10,301,000 | -11.1% | 302,342 | -13.0% | 0.00% | 0.0% |
| Q1 2019 | $11,584,000 | +6.7% | 347,562 | -5.8% | 0.00% | 0.0% |
| Q4 2018 | $10,857,000 | +42.8% | 369,040 | +75.4% | 0.00% | +50.0% |
| Q3 2018 | $7,604,000 | +52.1% | 210,353 | +46.8% | 0.00% | +100.0% |
| Q2 2018 | $4,998,000 | +164.4% | 143,314 | +151.4% | 0.00% | 0.0% |
| Q1 2018 | $1,890,000 | +40.4% | 56,996 | +41.3% | 0.00% | – |
| Q4 2017 | $1,346,000 | +103.0% | 40,350 | +483.1% | 0.00% | – |
| Q3 2017 | $663,000 | +44.1% | 6,920 | +39.8% | 0.00% | – |
| Q2 2017 | $460,000 | -66.0% | 4,950 | -66.7% | 0.00% | – |
| Q1 2017 | $1,354,000 | -48.8% | 14,870 | -50.1% | 0.00% | – |
| Q4 2016 | $2,642,000 | +113.8% | 29,780 | +98.3% | 0.00% | – |
| Q3 2016 | $1,236,000 | +8.1% | 15,016 | +2.1% | 0.00% | – |
| Q2 2016 | $1,143,000 | +13.6% | 14,711 | +10.7% | 0.00% | – |
| Q1 2016 | $1,006,000 | +100.8% | 13,284 | +103.8% | 0.00% | – |
| Q4 2015 | $501,000 | +35.0% | 6,517 | +34.8% | 0.00% | – |
| Q3 2015 | $371,000 | +1.1% | 4,833 | +15.1% | 0.00% | – |
| Q2 2015 | $367,000 | -1.3% | 4,199 | -1.2% | 0.00% | – |
| Q1 2015 | $372,000 | -12.5% | 4,251 | -15.5% | 0.00% | – |
| Q4 2014 | $425,000 | +80.1% | 5,029 | +75.8% | 0.00% | – |
| Q3 2014 | $236,000 | -8.9% | 2,860 | -4.0% | 0.00% | – |
| Q2 2014 | $259,000 | -10.1% | 2,980 | -12.9% | 0.00% | – |
| Q1 2014 | $288,000 | -47.5% | 3,422 | -48.6% | 0.00% | – |
| Q4 2013 | $549,000 | -45.6% | 6,652 | -45.1% | 0.00% | – |
| Q3 2013 | $1,010,000 | +59.1% | 12,117 | +45.2% | 0.00% | – |
| Q2 2013 | $635,000 | – | 8,343 | – | 0.00% | – |
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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% |