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 | $233,752 | -2.7% | 5,338 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $240,143 | +8.3% | 5,233 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $221,810 | +51604.0% | 5,048 | -50.0% | 0.01% | -16.7% |
| Q4 2022 | $429 | -99.8% | 10,096 | +70.0% | 0.01% | -20.0% |
| Q3 2022 | $229,000 | -8.8% | 5,940 | -5.9% | 0.02% | -21.1% |
| Q2 2022 | $251,000 | +5.9% | 6,313 | +25.5% | 0.02% | +46.2% |
| Q1 2022 | $237,000 | -45.4% | 5,032 | -42.4% | 0.01% | -40.9% |
| Q4 2021 | $434,000 | +9.6% | 8,733 | +1.7% | 0.02% | 0.0% |
| Q3 2021 | $396,000 | +61.6% | 8,585 | +65.3% | 0.02% | +57.1% |
| Q2 2021 | $245,000 | +2.9% | 5,193 | +0.0% | 0.01% | 0.0% |
| Q1 2021 | $238,000 | -37.5% | 5,192 | -65.5% | 0.01% | -62.2% |
| Q1 2020 | $381,000 | -40.7% | 15,061 | -15.0% | 0.04% | -33.9% |
| Q4 2019 | $642,000 | +6.8% | 17,723 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $601,000 | -0.5% | 17,723 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $604,000 | +2.2% | 17,723 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $591,000 | +13.4% | 17,723 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $521,000 | – | 17,723 | – | 0.06% | – |
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% |