SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 218 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,131,695 | +134.6% | 140,025 | +145.8% | 0.00% | – |
| Q2 2023 | $2,614,216 | +8.3% | 56,967 | +0.3% | 0.00% | – |
| Q4 2022 | $2,413,448 | -26.6% | 56,787 | -33.4% | 0.00% | -100.0% |
| Q3 2022 | $3,289,000 | +248.4% | 85,286 | +349.3% | 0.00% | – |
| Q4 2021 | $944,000 | +21.2% | 18,981 | +12.4% | 0.00% | – |
| Q3 2021 | $779,000 | +50.4% | 16,884 | +53.9% | 0.00% | – |
| Q2 2021 | $518,000 | -73.3% | 10,969 | -74.1% | 0.00% | – |
| Q1 2021 | $1,941,000 | -14.9% | 42,416 | -39.3% | 0.00% | -100.0% |
| Q3 2020 | $2,281,000 | +89.5% | 69,890 | +97.8% | 0.00% | 0.0% |
| Q2 2019 | $1,204,000 | +264.8% | 35,333 | +273.1% | 0.00% | – |
| Q2 2018 | $330,000 | -44.5% | 9,469 | -46.9% | 0.00% | – |
| Q4 2017 | $595,000 | -79.7% | 17,832 | -44.6% | 0.00% | -100.0% |
| Q1 2017 | $2,934,000 | +79.9% | 32,207 | +75.2% | 0.00% | +50.0% |
| Q4 2016 | $1,631,000 | +56.5% | 18,382 | +45.2% | 0.00% | +100.0% |
| Q3 2016 | $1,042,000 | +227.7% | 12,662 | +209.5% | 0.00% | – |
| Q2 2016 | $318,000 | -90.7% | 4,091 | -91.0% | 0.00% | -100.0% |
| Q1 2016 | $3,424,000 | +63.4% | 45,207 | +65.6% | 0.00% | +100.0% |
| Q4 2015 | $2,095,000 | +36.0% | 27,291 | +35.9% | 0.00% | +100.0% |
| Q3 2015 | $1,541,000 | – | 20,076 | – | 0.00% | – |
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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% |