SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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% |