SPDR SER TR's ticker is MMTM and the CUSIP is 78468R705.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $839,000 | +15.2% | 4,681 | +19.3% | 0.00% | – |
| Q2 2023 | $728,000 | +127.5% | 3,925 | +107.5% | 0.00% | – |
| Q1 2023 | $320,000 | +932.3% | 1,892 | +659.8% | 0.00% | – |
| Q1 2019 | $31,000 | -76.0% | 249 | -79.2% | 0.00% | – |
| Q4 2018 | $129,000 | -15.7% | 1,196 | 0.0% | 0.00% | – |
| Q3 2018 | $153,000 | +11.7% | 1,196 | +4.4% | 0.00% | – |
| Q2 2018 | $137,000 | +3.0% | 1,146 | 0.0% | 0.00% | – |
| Q1 2018 | $133,000 | -23.6% | 1,146 | -24.6% | 0.00% | – |
| Q4 2017 | $174,000 | +7.4% | 1,519 | 0.0% | 0.00% | – |
| Q3 2017 | $162,000 | +36.1% | 1,519 | +30.5% | 0.00% | – |
| Q2 2017 | $119,000 | +1090.0% | 1,164 | +1064.0% | 0.00% | – |
| Q1 2017 | $10,000 | +400.0% | 100 | +426.3% | 0.00% | – |
| Q4 2016 | $2,000 | -77.8% | 19 | -81.0% | 0.00% | – |
| Q3 2016 | $9,000 | -50.0% | 100 | -50.0% | 0.00% | – |
| Q4 2015 | $18,000 | +1700.0% | 200 | +2122.2% | 0.00% | – |
| Q2 2015 | $1,000 | – | 9 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 24,505 | $4,391,324 | 1.99% |
| MAGNOLIA CAPITAL ADVISORS LLC | 17,494 | $3,063,256 | 1.47% |
| Baltimore-Washington Financial Advisors, Inc. | 36,257 | $6,497,261 | 0.53% |
| Cutler Group LLC / CA | 22,886 | $4,101 | 0.42% |
| Prosperity Wealth Management, Inc. | 2,963 | $530,973 | 0.34% |
| Southland Equity Partners LLC | 2,508 | $449,436 | 0.16% |
| Western Wealth Management, LLC | 9,837 | $1,762,802 | 0.15% |
| Mezzasalma Advisors, LLC | 1,212 | $217,192 | 0.13% |
| SILVER OAK SECURITIES, Inc | 2,818 | $504,929 | 0.11% |
| VitalStone Financial, LLC | 472 | $89 | 0.08% |