SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 20 filers reported holding SPDR SER TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,780 | -4.6% | 132 | 0.0% | 0.00% | – |
| Q2 2023 | $6,057 | +4.4% | 132 | 0.0% | 0.00% | – |
| Q1 2023 | $5,800 | +3.4% | 132 | 0.0% | 0.00% | – |
| Q4 2022 | $5,610 | +12.2% | 132 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 132 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 132 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | +16.7% | 132 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | -97.4% | 132 | -97.3% | 0.00% | – |
| Q2 2021 | $233,000 | +3783.3% | 4,938 | +3640.9% | 0.00% | – |
| Q1 2021 | $6,000 | -72.7% | 132 | -78.6% | 0.00% | – |
| Q4 2019 | $22,000 | -89.9% | 616 | -90.3% | 0.00% | – |
| Q2 2019 | $217,000 | -84.0% | 6,380 | -60.4% | 0.00% | -100.0% |
| Q4 2014 | $1,358,000 | +2.2% | 16,100 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $1,329,000 | -4.9% | 16,100 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $1,397,000 | +3.3% | 16,100 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,353,000 | +1.8% | 16,100 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $1,329,000 | -1.0% | 16,100 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $1,342,000 | – | 16,100 | – | 0.00% | – |
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% |