SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $13,388 | -99.2% | 315 | -99.3% | 0.01% | -99.4% |
| Q4 2019 | $1,645,000 | +3.2% | 45,409 | -3.5% | 1.46% | +1.7% |
| Q3 2019 | $1,594,000 | -11.6% | 47,033 | -11.2% | 1.44% | -11.0% |
| Q2 2019 | $1,804,000 | +19.2% | 52,956 | +16.6% | 1.61% | +16.4% |
| Q1 2019 | $1,513,000 | -14.7% | 45,402 | -24.7% | 1.39% | -20.8% |
| Q4 2018 | $1,774,000 | -22.4% | 60,316 | -4.6% | 1.75% | +17.7% |
| Q3 2018 | $2,285,000 | +8.0% | 63,203 | +4.1% | 1.49% | +16.1% |
| Q2 2018 | $2,116,000 | +11.0% | 60,685 | +5.6% | 1.28% | +12.2% |
| Q1 2018 | $1,906,000 | – | 57,466 | – | 1.14% | – |
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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% |