SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,199,000 | +53.6% | 164,839 | +42.5% | 1.59% | +43.7% |
| Q3 2021 | $5,339,000 | -11.0% | 115,661 | -9.0% | 1.11% | -9.9% |
| Q2 2021 | $5,998,000 | -6.8% | 127,043 | -9.7% | 1.23% | -13.2% |
| Q1 2021 | $6,439,000 | +6.9% | 140,714 | -5.6% | 1.41% | +10.6% |
| Q4 2020 | $6,024,000 | +4.8% | 149,107 | -15.4% | 1.28% | -28.3% |
| Q3 2020 | $5,750,000 | -29.7% | 176,222 | -21.9% | 1.78% | +10.4% |
| Q4 2019 | $8,178,000 | +0.6% | 225,727 | -5.9% | 1.61% | -21.5% |
| Q3 2019 | $8,131,000 | -55.1% | 239,931 | -54.8% | 2.06% | +58.9% |
| Q2 2019 | $18,096,000 | +1246.4% | 531,140 | +1216.9% | 1.29% | +798.6% |
| Q1 2019 | $1,344,000 | – | 40,332 | – | 0.14% | – |
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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% |