SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $632,528 | +9.4% | 14,883 | -0.8% | 0.01% | +8.3% |
| Q3 2022 | $578,000 | -4.1% | 14,999 | -1.4% | 0.01% | +9.1% |
| Q2 2022 | $603,000 | -18.0% | 15,205 | -2.5% | 0.01% | 0.0% |
| Q1 2022 | $735,000 | -10.7% | 15,594 | -5.8% | 0.01% | -8.3% |
| Q4 2021 | $823,000 | -11.4% | 16,547 | -17.7% | 0.01% | -20.0% |
| Q3 2021 | $929,000 | +1.2% | 20,116 | +3.4% | 0.02% | +25.0% |
| Q2 2021 | $918,000 | +38.5% | 19,451 | +34.2% | 0.01% | +20.0% |
| Q1 2021 | $663,000 | +30.3% | 14,497 | +15.0% | 0.01% | +25.0% |
| Q4 2020 | $509,000 | +24.8% | 12,609 | +0.7% | 0.01% | +14.3% |
| Q3 2020 | $408,000 | +9.4% | 12,518 | +4.8% | 0.01% | -56.2% |
| Q2 2020 | $373,000 | +39.7% | 11,943 | +13.2% | 0.02% | +33.3% |
| Q1 2020 | $267,000 | +6.0% | 10,552 | +51.5% | 0.01% | +50.0% |
| Q4 2019 | $252,000 | +98.4% | 6,966 | +85.6% | 0.01% | +100.0% |
| Q3 2019 | $127,000 | -86.7% | 3,753 | -86.6% | 0.00% | -86.7% |
| Q2 2019 | $955,000 | +88.7% | 28,032 | +84.8% | 0.03% | +87.5% |
| Q1 2019 | $506,000 | – | 15,171 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 693,518 | $33,788,202 | 8.88% |
| CGN Advisors LLC | 365,474 | $17,805,901 | 2.47% |
| ST GERMAIN D J CO INC | 258,628 | $12,600,356 | 0.66% |
| CHEMUNG CANAL TRUST CO | 60,994 | $2,971,628 | 0.61% |
| Compass Wealth Management LLC | 32,660 | $1,591,196 | 0.44% |
| Curbstone Financial Management Corp | 14,400 | $701,568 | 0.16% |
| Pure Financial Advisors, LLC | 73,731 | $3,592,193 | 0.12% |
| WealthPLAN Partners, LLC | 22,036 | $1,073,594 | 0.11% |
| Apella Capital, LLC | 6,418 | $304,141 | 0.02% |
| M&R CAPITAL MANAGEMENT INC | 791 | $38,546 | 0.01% |