SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,624,520,049 | -1.8% | 59,934,233 | +2.9% | 3.50% | -1.7% |
| Q2 2023 | $2,673,444,051 | +13.5% | 58,257,661 | +8.7% | 3.56% | +5.0% |
| Q1 2023 | $2,355,097,961 | +7.1% | 53,598,042 | +3.6% | 3.39% | +2.6% |
| Q4 2022 | $2,198,489,540 | +17.8% | 51,729,166 | +6.9% | 3.31% | +2.4% |
| Q3 2022 | $1,866,084,000 | +2.4% | 48,394,287 | +5.4% | 3.23% | +7.5% |
| Q2 2022 | $1,822,111,000 | -13.6% | 45,908,553 | +2.7% | 3.00% | -8.0% |
| Q1 2022 | $2,107,770,000 | +0.8% | 44,694,016 | +6.3% | 3.26% | -2.9% |
| Q4 2021 | $2,091,953,000 | +18.4% | 42,057,764 | +9.9% | 3.36% | +7.2% |
| Q3 2021 | $1,766,787,000 | +7.3% | 38,275,290 | +9.8% | 3.14% | +7.3% |
| Q2 2021 | $1,646,427,000 | +10.8% | 34,874,536 | +7.4% | 2.92% | -2.3% |
| Q1 2021 | $1,485,642,000 | +27.4% | 32,465,960 | +12.5% | 2.99% | +16.7% |
| Q4 2020 | $1,165,828,000 | +42.6% | 28,857,134 | +15.2% | 2.56% | +20.1% |
| Q3 2020 | $817,640,000 | +14.7% | 25,057,915 | +9.9% | 2.14% | +3.5% |
| Q2 2020 | $712,675,000 | +46.1% | 22,805,602 | +18.4% | 2.06% | +19.2% |
| Q1 2020 | $487,753,000 | -30.1% | 19,255,933 | -0.0% | 1.73% | -17.4% |
| Q4 2019 | $697,714,000 | +23.7% | 19,257,910 | +15.7% | 2.09% | +14.0% |
| Q3 2019 | $564,086,000 | +12.8% | 16,644,609 | +13.4% | 1.84% | +9.2% |
| Q2 2019 | $500,143,000 | +19.2% | 14,679,864 | +16.6% | 1.68% | +11.3% |
| Q1 2019 | $419,514,000 | +52.2% | 12,586,686 | +34.3% | 1.51% | +33.8% |
| Q4 2018 | $275,715,000 | +21.7% | 9,371,690 | +49.5% | 1.13% | +34.4% |
| Q3 2018 | $226,614,000 | +99.2% | 6,268,707 | +92.2% | 0.84% | +88.1% |
| Q2 2018 | $113,782,000 | +2189.4% | 3,262,092 | +2076.7% | 0.45% | +2135.0% |
| Q1 2018 | $4,970,000 | +400.5% | 149,865 | +403.7% | 0.02% | +400.0% |
| Q4 2017 | $993,000 | +12312.5% | 29,754 | +32960.0% | 0.00% | – |
| Q4 2016 | $8,000 | – | 90 | – | 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% |