SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,664 | -4.6% | 18,398 | 0.0% | 0.19% | -0.5% |
| Q2 2023 | $844,267 | +4.4% | 18,398 | +0.0% | 0.19% | -2.1% |
| Q1 2023 | $808,356 | -0.4% | 18,397 | -3.7% | 0.19% | -1.5% |
| Q4 2022 | $811,580 | +10.3% | 19,096 | +0.0% | 0.20% | +2.6% |
| Q3 2022 | $736,000 | -2.9% | 19,095 | +0.0% | 0.19% | +4.9% |
| Q2 2022 | $758,000 | -16.5% | 19,094 | -0.9% | 0.18% | +0.6% |
| Q1 2022 | $908,000 | -5.2% | 19,260 | +0.0% | 0.18% | +9.7% |
| Q4 2021 | $958,000 | +7.8% | 19,259 | 0.0% | 0.16% | -1.8% |
| Q3 2021 | $889,000 | -2.2% | 19,259 | +0.0% | 0.17% | 0.0% |
| Q2 2021 | $909,000 | +1.9% | 19,258 | -1.2% | 0.17% | -1.2% |
| Q1 2021 | $892,000 | +13.2% | 19,495 | +0.0% | 0.17% | +11.8% |
| Q4 2020 | $788,000 | +24.3% | 19,494 | +0.4% | 0.15% | +10.1% |
| Q3 2020 | $634,000 | +7.3% | 19,417 | +2.6% | 0.14% | -2.1% |
| Q2 2020 | $591,000 | +23.9% | 18,925 | +0.4% | 0.14% | +11.0% |
| Q1 2020 | $477,000 | -29.7% | 18,846 | +0.5% | 0.13% | -10.6% |
| Q4 2019 | $679,000 | +7.8% | 18,744 | +0.8% | 0.14% | -2.7% |
| Q3 2019 | $630,000 | +15.0% | 18,600 | +15.6% | 0.15% | +18.7% |
| Q2 2019 | $548,000 | +36.7% | 16,090 | +33.8% | 0.12% | +33.7% |
| Q1 2019 | $401,000 | +100.5% | 12,022 | +77.0% | 0.09% | +70.4% |
| Q4 2018 | $200,000 | -15.6% | 6,791 | +3.8% | 0.05% | 0.0% |
| Q3 2018 | $237,000 | +295.0% | 6,545 | +278.5% | 0.05% | +260.0% |
| Q2 2018 | $60,000 | +25.0% | 1,729 | +20.2% | 0.02% | +25.0% |
| Q1 2018 | $48,000 | – | 1,438 | – | 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% |