SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,437,634 | -20.0% | 78,503 | -16.2% | 0.01% | -23.5% |
| Q2 2023 | $4,299,303 | -45.5% | 93,687 | -47.9% | 0.02% | -51.4% |
| Q1 2023 | $7,895,667 | -29.1% | 179,692 | -31.4% | 0.04% | -37.5% |
| Q4 2022 | $11,130,990 | -13.4% | 261,906 | -21.4% | 0.06% | -25.3% |
| Q3 2022 | $12,852,000 | +14340.4% | 333,287 | +14693.0% | 0.08% | +7400.0% |
| Q2 2022 | $89,000 | +117.1% | 2,253 | +162.0% | 0.00% | – |
| Q1 2022 | $41,000 | -73.5% | 860 | -72.4% | 0.00% | -100.0% |
| Q4 2021 | $155,000 | -0.6% | 3,116 | -7.6% | 0.00% | 0.0% |
| Q3 2021 | $156,000 | +51.5% | 3,371 | +54.7% | 0.00% | 0.0% |
| Q2 2021 | $103,000 | +1.0% | 2,179 | -2.3% | 0.00% | 0.0% |
| Q1 2021 | $102,000 | +3.0% | 2,231 | -8.5% | 0.00% | 0.0% |
| Q4 2020 | $99,000 | +20.7% | 2,439 | -8.2% | 0.00% | 0.0% |
| Q2 2020 | $82,000 | +32.3% | 2,658 | +2.3% | 0.00% | 0.0% |
| Q1 2020 | $62,000 | -77.2% | 2,598 | -65.4% | 0.00% | -75.0% |
| Q4 2019 | $272,000 | +107.6% | 7,513 | +95.0% | 0.00% | -20.0% |
| Q3 2019 | $131,000 | +167.3% | 3,852 | +165.8% | 0.01% | +150.0% |
| Q2 2019 | $49,000 | +4.3% | 1,449 | +3.4% | 0.00% | 0.0% |
| Q1 2019 | $47,000 | +291.7% | 1,401 | +236.0% | 0.00% | +100.0% |
| Q4 2018 | $12,000 | -14.3% | 417 | +7.8% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | +100.0% | 387 | +93.5% | 0.00% | – |
| Q2 2018 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $6,000 | -14.3% | 200 | 0.0% | 0.00% | – |
| Q4 2017 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | – |
| Q3 2017 | $6,000 | – | 200 | – | 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% |