SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 153 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,925 | +25.7% | 1,505 | +31.7% | 0.01% | +50.0% |
| Q2 2023 | $52,452 | -16.4% | 1,143 | -20.0% | 0.00% | -33.3% |
| Q1 2023 | $62,746 | +247.4% | 1,428 | +236.0% | 0.01% | +200.0% |
| Q4 2022 | $18,063 | +12.9% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -15.8% | 425 | -12.6% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -62.0% | 486 | -54.1% | 0.00% | -33.3% |
| Q1 2022 | $50,000 | +8.7% | 1,058 | +15.0% | 0.00% | 0.0% |
| Q4 2021 | $46,000 | -40.3% | 920 | -44.7% | 0.00% | -40.0% |
| Q3 2021 | $77,000 | +492.3% | 1,664 | +490.1% | 0.01% | +400.0% |
| Q2 2021 | $13,000 | 0.0% | 282 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +18.2% | 282 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 282 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | -10.0% | 282 | -13.8% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -68.8% | 327 | -74.2% | 0.00% | -66.7% |
| Q1 2020 | $32,000 | -93.8% | 1,267 | -91.1% | 0.00% | -93.2% |
| Q4 2019 | $515,000 | +25.0% | 14,219 | +17.1% | 0.04% | +15.8% |
| Q3 2019 | $412,000 | +36.4% | 12,146 | +36.9% | 0.04% | +15.2% |
| Q2 2019 | $302,000 | -12.7% | 8,872 | -14.6% | 0.03% | -21.4% |
| Q1 2019 | $346,000 | +24.9% | 10,389 | +10.3% | 0.04% | +10.5% |
| Q4 2018 | $277,000 | +443.1% | 9,420 | +562.9% | 0.04% | +533.3% |
| Q3 2018 | $51,000 | +4.1% | 1,421 | +1.7% | 0.01% | -14.3% |
| Q2 2018 | $49,000 | +81.5% | 1,397 | +70.0% | 0.01% | +75.0% |
| Q1 2018 | $27,000 | – | 822 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 1,242,075 | $42,317,000 | 12.82% |
| WALLER FINANCIAL PLANNING GROUP, INC | 489,111 | $16,591,000 | 9.23% |
| Peterson Wealth Advisors, LLC | 323,041 | $11,006,000 | 6.97% |
| Clear Creek Financial Management, LLC | 475,241 | $16,191,000 | 6.93% |
| Winch Advisory Services, LLC | 291,201 | $9,921,000 | 5.17% |
| Advisory Alpha, LLC | 454,896 | $15,398,000 | 5.14% |
| NICOLET ADVISORY SERVICES, LLC | 943,207 | $32,135,000 | 4.91% |
| ERn Financial, LLC | 174,620 | $5,949,000 | 4.48% |
| TPG Financial Advisors, LLC | 110,193 | $3,780,000 | 3.46% |
| STRINGER ASSET MANAGEMENT, LLC | 80,047 | $2,727,000 | 3.02% |