SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $899,735 | -6.9% | 20,547 | -2.4% | 0.14% | 0.0% |
| Q2 2023 | $966,134 | +4.1% | 21,053 | -0.3% | 0.14% | -2.1% |
| Q1 2023 | $928,113 | +6.3% | 21,122 | +2.8% | 0.14% | -5.3% |
| Q4 2022 | $873,209 | +8.5% | 20,546 | -1.6% | 0.15% | +2.7% |
| Q3 2022 | $805,000 | -0.5% | 20,872 | +2.4% | 0.15% | +3.5% |
| Q2 2022 | $809,000 | -37.0% | 20,384 | -21.0% | 0.14% | -13.0% |
| Q1 2022 | $1,284,000 | 0.0% | 25,814 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $1,284,000 | +4.1% | 25,814 | -3.4% | 0.16% | -3.0% |
| Q3 2021 | $1,233,000 | -1.4% | 26,718 | +0.9% | 0.17% | -1.8% |
| Q2 2021 | $1,250,000 | -6.6% | 26,484 | -9.4% | 0.17% | -17.9% |
| Q1 2021 | $1,338,000 | +16.4% | 29,237 | +2.8% | 0.21% | +16.9% |
| Q4 2020 | $1,149,000 | +26.1% | 28,433 | +1.8% | 0.18% | +5.4% |
| Q3 2020 | $911,000 | +10.3% | 27,927 | +5.6% | 0.17% | -2.9% |
| Q2 2020 | $826,000 | +35.6% | 26,436 | +9.9% | 0.17% | -17.6% |
| Q1 2020 | $609,000 | -31.1% | 24,045 | -1.5% | 0.21% | -16.0% |
| Q4 2019 | $884,000 | +4.1% | 24,410 | -2.6% | 0.25% | -4.6% |
| Q3 2019 | $849,000 | +5.7% | 25,056 | +6.4% | 0.26% | +2.3% |
| Q2 2019 | $803,000 | +4.7% | 23,558 | +2.3% | 0.26% | -7.2% |
| Q1 2019 | $767,000 | +17.5% | 23,022 | +3.6% | 0.28% | +1.1% |
| Q4 2018 | $653,000 | -15.9% | 22,214 | +3.4% | 0.27% | -2.2% |
| Q3 2018 | $776,000 | +20.1% | 21,484 | +15.9% | 0.28% | +10.7% |
| Q2 2018 | $646,000 | +19.2% | 18,532 | +13.3% | 0.25% | +11.0% |
| Q1 2018 | $542,000 | – | 16,353 | – | 0.23% | – |
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% |