SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,659 | -5.7% | 83,560 | -1.2% | 0.06% | 0.0% |
| Q2 2023 | $3,882 | +4.4% | 84,602 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $3,717 | -10.5% | 84,602 | -13.4% | 0.06% | -5.2% |
| Q4 2022 | $4,154 | -99.9% | 97,730 | -1.0% | 0.06% | -13.4% |
| Q3 2022 | $3,806,000 | -2.9% | 98,704 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $3,918,000 | -15.8% | 98,704 | 0.0% | 0.07% | -4.3% |
| Q1 2022 | $4,655,000 | -5.3% | 98,704 | -0.1% | 0.07% | -18.6% |
| Q4 2021 | $4,916,000 | +7.5% | 98,829 | -0.3% | 0.09% | -2.3% |
| Q3 2021 | $4,575,000 | -3.3% | 99,119 | -1.0% | 0.09% | -6.4% |
| Q2 2021 | $4,729,000 | -0.7% | 100,159 | -3.7% | 0.09% | -6.0% |
| Q1 2021 | $4,761,000 | +9.0% | 104,044 | -3.8% | 0.10% | -1.0% |
| Q4 2020 | $4,369,000 | +23.0% | 108,145 | -0.6% | 0.10% | +9.8% |
| Q3 2020 | $3,552,000 | +2.8% | 108,845 | -1.5% | 0.09% | -8.0% |
| Q2 2020 | $3,455,000 | +4.8% | 110,545 | -15.1% | 0.10% | -6.5% |
| Q1 2020 | $3,298,000 | -53.1% | 130,190 | -33.0% | 0.11% | -39.9% |
| Q4 2019 | $7,036,000 | +6.2% | 194,203 | -0.6% | 0.18% | -15.6% |
| Q3 2019 | $6,623,000 | -0.4% | 195,430 | +0.2% | 0.21% | 0.0% |
| Q2 2019 | $6,648,000 | +2.2% | 195,127 | +0.0% | 0.21% | -22.7% |
| Q1 2019 | $6,503,000 | +6.0% | 195,124 | -6.4% | 0.27% | -8.1% |
| Q4 2018 | $6,136,000 | – | 208,574 | – | 0.30% | – |
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% |