SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,955,807 | +3.6% | 250,182 | +8.6% | 0.03% | +3.6% |
| Q2 2023 | $10,573,100 | +110497.3% | 230,392 | +5.9% | 0.03% | 0.0% |
| Q1 2023 | $9,560 | +16.6% | 217,560 | +12.8% | 0.03% | +7.7% |
| Q4 2022 | $8,197 | -99.4% | 192,860 | +440.9% | 0.03% | +420.0% |
| Q3 2022 | $1,375,000 | +79.7% | 35,655 | +85.0% | 0.01% | +66.7% |
| Q2 2022 | $765,000 | -31.5% | 19,271 | -18.6% | 0.00% | -25.0% |
| Q1 2022 | $1,117,000 | +54.5% | 23,684 | +63.0% | 0.00% | +33.3% |
| Q4 2021 | $723,000 | +45.2% | 14,532 | +34.7% | 0.00% | 0.0% |
| Q3 2021 | $498,000 | -11.5% | 10,789 | -9.5% | 0.00% | 0.0% |
| Q2 2021 | $563,000 | +101.1% | 11,920 | +7.9% | 0.00% | 0.0% |
| Q1 2020 | $280,000 | -27.6% | 11,052 | +3.6% | 0.00% | -25.0% |
| Q4 2019 | $387,000 | -14.4% | 10,671 | -20.0% | 0.00% | -20.0% |
| Q3 2019 | $452,000 | +22.5% | 13,345 | +23.3% | 0.01% | +25.0% |
| Q2 2019 | $369,000 | +2.2% | 10,825 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $361,000 | +41.6% | 10,825 | +53.7% | 0.01% | -28.6% |
| Q3 2018 | $255,000 | +3.7% | 7,043 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $246,000 | – | 7,043 | – | 0.01% | – |
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% |