SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 1,242,075 | $42,317,000 | 12.82% |
| WALLER FINANCIAL PLANNING GROUP, INC | 489,111 | $16,591,000 | 9.23% |
| Peterson Wealth Advisors, LLC | 323,041 | $11,006,000 | 6.97% |
| Clear Creek Financial Management, LLC | 475,241 | $16,191,000 | 6.93% |
| Winch Advisory Services, LLC | 291,201 | $9,921,000 | 5.17% |
| Advisory Alpha, LLC | 454,896 | $15,398,000 | 5.14% |
| NICOLET ADVISORY SERVICES, LLC | 943,207 | $32,135,000 | 4.91% |
| ERn Financial, LLC | 174,620 | $5,949,000 | 4.48% |
| TPG Financial Advisors, LLC | 110,193 | $3,780,000 | 3.46% |
| STRINGER ASSET MANAGEMENT, LLC | 80,047 | $2,727,000 | 3.02% |