SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $271,232 | +104622.8% | 5,911 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $259 | +0.8% | 5,910 | -2.3% | 0.00% | 0.0% |
| Q4 2022 | $257 | -99.9% | 6,050 | -7.5% | 0.00% | 0.0% |
| Q3 2022 | $252,000 | +18.9% | 6,540 | +22.2% | 0.00% | +50.0% |
| Q2 2022 | $212,000 | -15.9% | 5,350 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $252,000 | -49.0% | 5,350 | -50.0% | 0.00% | 0.0% |
| Q3 2021 | $494,000 | +96.0% | 10,700 | +100.0% | 0.00% | 0.0% |
| Q2 2021 | $252,000 | +3.3% | 5,350 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $244,000 | +13.0% | 5,350 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $216,000 | +0.5% | 5,350 | -9.8% | 0.00% | -33.3% |
| Q4 2019 | $215,000 | -4.9% | 5,931 | -11.2% | 0.00% | -25.0% |
| Q3 2019 | $226,000 | -0.9% | 6,681 | 0.0% | 0.00% | +33.3% |
| Q2 2019 | $228,000 | -32.3% | 6,681 | -33.9% | 0.00% | -40.0% |
| Q1 2019 | $337,000 | +39.3% | 10,113 | +51.4% | 0.01% | +25.0% |
| Q3 2018 | $242,000 | +3.9% | 6,681 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $233,000 | +5.0% | 6,681 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $222,000 | -0.4% | 6,681 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $223,000 | +10.9% | 6,681 | +218.1% | 0.01% | 0.0% |
| Q3 2017 | $201,000 | -18.3% | 2,100 | -28.8% | 0.01% | -16.7% |
| Q3 2013 | $246,000 | -11.5% | 2,950 | -19.2% | 0.01% | -14.3% |
| Q2 2013 | $278,000 | +1.5% | 3,650 | 0.0% | 0.01% | 0.0% |
| Q1 2013 | $274,000 | – | 3,650 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |