SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,171,792 | +12.4% | 26,759 | +17.8% | 0.00% | 0.0% |
| Q2 2023 | $1,042,627 | -17.1% | 22,720 | -20.6% | 0.00% | 0.0% |
| Q1 2023 | $1,258,037 | +10.6% | 28,631 | +6.9% | 0.00% | 0.0% |
| Q4 2022 | $1,137,810 | +18.5% | 26,772 | +7.5% | 0.00% | 0.0% |
| Q3 2022 | $960,000 | +2.5% | 24,896 | +5.5% | 0.00% | 0.0% |
| Q2 2022 | $937,000 | -17.2% | 23,604 | -1.5% | 0.00% | 0.0% |
| Q1 2022 | $1,131,000 | -4.3% | 23,974 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $1,182,000 | +104.9% | 23,754 | +90.1% | 0.00% | 0.0% |
| Q3 2021 | $577,000 | -13.1% | 12,493 | -11.2% | 0.00% | 0.0% |
| Q2 2021 | $664,000 | +19.0% | 14,062 | +15.2% | 0.00% | 0.0% |
| Q1 2021 | $558,000 | +19.7% | 12,204 | +5.7% | 0.00% | 0.0% |
| Q4 2020 | $466,000 | +124.0% | 11,547 | +80.8% | 0.00% | – |
| Q3 2020 | $208,000 | -99.4% | 6,386 | -99.4% | 0.00% | -100.0% |
| Q4 2019 | $36,807,000 | +11.0% | 1,015,923 | +3.8% | 0.05% | +2.2% |
| Q3 2019 | $33,166,000 | -8.8% | 978,647 | -8.3% | 0.05% | -11.5% |
| Q2 2019 | $36,358,000 | +285.6% | 1,067,152 | +277.3% | 0.05% | +271.4% |
| Q1 2019 | $9,428,000 | +13.2% | 282,873 | -0.1% | 0.01% | -6.7% |
| Q4 2018 | $8,331,000 | -42.5% | 283,190 | -29.4% | 0.02% | -31.8% |
| Q3 2018 | $14,491,000 | +10.1% | 400,864 | +6.2% | 0.02% | 0.0% |
| Q2 2018 | $13,167,000 | +3.7% | 377,502 | -1.4% | 0.02% | -4.3% |
| Q1 2018 | $12,693,000 | +17.8% | 382,774 | +18.5% | 0.02% | +15.0% |
| Q4 2017 | $10,772,000 | – | 322,901 | – | 0.02% | – |
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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% |