SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $591,647 | +40.0% | 13,511 | +46.7% | 0.24% | +50.0% |
Q2 2023 | $422,693 | +20.2% | 9,211 | +15.1% | 0.16% | +15.3% |
Q1 2023 | $351,520 | +3.4% | 8,000 | 0.0% | 0.14% | +3.0% |
Q4 2022 | $340,000 | +10.4% | 8,000 | 0.0% | 0.13% | +3.9% |
Q3 2022 | $308,000 | -3.1% | 8,000 | 0.0% | 0.13% | +2.4% |
Q2 2022 | $318,000 | -15.6% | 8,000 | 0.0% | 0.12% | +6.8% |
Q1 2022 | $377,000 | -5.3% | 8,000 | 0.0% | 0.12% | -0.8% |
Q4 2021 | $398,000 | +7.9% | 8,000 | 0.0% | 0.12% | +4.4% |
Q3 2021 | $369,000 | -2.6% | 8,000 | 0.0% | 0.11% | 0.0% |
Q2 2021 | $379,000 | +3.6% | 8,000 | 0.0% | 0.11% | -2.6% |
Q1 2021 | $366,000 | +13.3% | 8,000 | 0.0% | 0.12% | +1.8% |
Q4 2020 | $323,000 | +23.8% | 8,000 | 0.0% | 0.11% | +7.5% |
Q3 2020 | $261,000 | +4.4% | 8,000 | 0.0% | 0.11% | 0.0% |
Q2 2020 | $250,000 | +16.3% | 8,000 | -5.9% | 0.11% | -2.8% |
Q1 2020 | $215,000 | -26.4% | 8,500 | +5.6% | 0.11% | -4.4% |
Q4 2019 | $292,000 | +7.0% | 8,050 | 0.0% | 0.11% | +11.8% |
Q3 2019 | $273,000 | -0.4% | 8,050 | 0.0% | 0.10% | 0.0% |
Q2 2019 | $274,000 | – | 8,050 | – | 0.10% | – |
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% |