SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,847 | +4.9% | 193 | +0.5% | 0.00% | +100.0% |
| Q1 2023 | $8,434 | -15.5% | 192 | -18.3% | 0.00% | -50.0% |
| Q4 2022 | $9,979 | +10.9% | 235 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 234 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 233 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -8.3% | 232 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | +9.1% | 231 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +450.0% | 231 | +352.9% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 51 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $2,000 | – | 51 | – | 0.00% | – |
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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% |