SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 218 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,772 | -3.8% | 132 | 0.0% | 0.00% | – |
Q1 2024 | $7,041 | +9.5% | 132 | 0.0% | 0.00% | – |
Q4 2023 | $6,431 | +11.3% | 132 | 0.0% | 0.00% | – |
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |