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 | $6,903,800 | -1.7% | 157,657 | +3.0% | 2.21% | +2.7% |
| Q2 2023 | $7,021,904 | +6.2% | 153,016 | +1.7% | 2.15% | +5.9% |
| Q1 2023 | $6,614,025 | +102842.0% | 150,524 | -0.4% | 2.03% | -1.4% |
| Q4 2022 | $6,425 | -99.9% | 151,175 | -5.0% | 2.06% | -0.4% |
| Q3 2022 | $6,139,000 | -3.6% | 159,196 | -0.7% | 2.07% | +4.3% |
| Q2 2022 | $6,365,000 | -18.6% | 160,379 | -3.3% | 1.99% | -5.3% |
| Q1 2022 | $7,822,000 | -9.0% | 165,852 | -4.0% | 2.10% | -2.3% |
| Q4 2021 | $8,593,000 | +12.0% | 172,749 | +4.0% | 2.15% | +7.2% |
| Q3 2021 | $7,670,000 | +1.4% | 166,156 | +3.7% | 2.00% | +2.7% |
| Q2 2021 | $7,566,000 | +1.5% | 160,253 | -1.6% | 1.95% | -5.7% |
| Q1 2021 | $7,451,000 | +21.3% | 162,835 | +7.1% | 2.07% | +15.3% |
| Q4 2020 | $6,142,000 | +62.1% | 152,038 | +30.9% | 1.79% | +41.3% |
| Q3 2020 | $3,789,000 | +55.2% | 116,117 | +48.6% | 1.27% | +40.2% |
| Q2 2020 | $2,441,000 | -53.0% | 78,127 | -61.9% | 0.91% | -60.9% |
| Q1 2020 | $5,198,000 | -41.4% | 205,227 | -16.1% | 2.32% | -16.8% |
| Q4 2019 | $8,865,000 | +12.5% | 244,688 | +5.3% | 2.78% | +7.2% |
| Q3 2019 | $7,878,000 | +4.8% | 232,450 | +5.4% | 2.60% | +7.2% |
| Q2 2019 | $7,516,000 | +5.6% | 220,606 | +3.3% | 2.42% | +3.2% |
| Q1 2019 | $7,119,000 | +52.6% | 213,602 | +34.7% | 2.35% | +42.0% |
| Q4 2018 | $4,666,000 | -19.4% | 158,599 | -0.9% | 1.65% | -10.3% |
| Q3 2018 | $5,787,000 | +1.1% | 160,077 | -2.4% | 1.84% | -3.9% |
| Q2 2018 | $5,724,000 | +18.3% | 164,092 | +12.4% | 1.92% | +18.7% |
| Q1 2018 | $4,840,000 | – | 145,949 | – | 1.62% | – |
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% |