SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,859,514 | -19.1% | 42,465 | -15.2% | 0.24% | -16.4% |
| Q2 2023 | $2,298,628 | +3.6% | 50,090 | -0.8% | 0.29% | -2.0% |
| Q1 2023 | $2,219,179 | +3.7% | 50,505 | +0.3% | 0.29% | -1.7% |
| Q4 2022 | $2,141,027 | +16.4% | 50,377 | +5.6% | 0.30% | +5.3% |
| Q3 2022 | $1,840,000 | +46.6% | 47,708 | +50.9% | 0.28% | +54.6% |
| Q2 2022 | $1,255,000 | +68.0% | 31,619 | +99.7% | 0.18% | +92.6% |
| Q1 2022 | $747,000 | -0.7% | 15,834 | +4.7% | 0.10% | +5.6% |
| Q4 2021 | $752,000 | -27.5% | 15,116 | -32.7% | 0.09% | -32.8% |
| Q3 2021 | $1,037,000 | -44.5% | 22,476 | -43.3% | 0.13% | -46.2% |
| Q2 2021 | $1,870,000 | +4.2% | 39,611 | +1.0% | 0.25% | -4.2% |
| Q1 2021 | $1,795,000 | +19.0% | 39,234 | +5.1% | 0.26% | +9.7% |
| Q4 2020 | $1,508,000 | +267.8% | 37,320 | +196.9% | 0.24% | +216.0% |
| Q3 2020 | $410,000 | +5.1% | 12,572 | +0.7% | 0.08% | -2.6% |
| Q2 2020 | $390,000 | +23.0% | 12,489 | -0.1% | 0.08% | -2.5% |
| Q1 2020 | $317,000 | -28.6% | 12,497 | +1.9% | 0.08% | -8.1% |
| Q4 2019 | $444,000 | +31.4% | 12,263 | +22.9% | 0.09% | +16.2% |
| Q3 2019 | $338,000 | -74.3% | 9,974 | -74.1% | 0.07% | -75.5% |
| Q2 2019 | $1,314,000 | -21.3% | 38,561 | -23.0% | 0.30% | -23.0% |
| Q1 2019 | $1,669,000 | +578.5% | 50,066 | +498.4% | 0.39% | +485.1% |
| Q4 2018 | $246,000 | -20.6% | 8,367 | -2.3% | 0.07% | -8.2% |
| Q3 2018 | $310,000 | +11.1% | 8,564 | +7.2% | 0.07% | -1.4% |
| Q2 2018 | $279,000 | +12.0% | 7,990 | +6.6% | 0.07% | +1.4% |
| Q1 2018 | $249,000 | +2.0% | 7,494 | +2.4% | 0.07% | +12.3% |
| Q4 2017 | $244,000 | – | 7,321 | – | 0.06% | – |
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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% |