SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,067,868 | -7.5% | 207,076 | -3.0% | 3.14% | -3.2% |
| Q2 2023 | $9,801,331 | +2.8% | 213,583 | -1.5% | 3.24% | -1.1% |
| Q1 2023 | $9,530,454 | +1.2% | 216,897 | -2.1% | 3.28% | -4.4% |
| Q4 2022 | $9,413,758 | +5.3% | 221,500 | -4.5% | 3.43% | +2.6% |
| Q3 2022 | $8,940,000 | -5.1% | 231,867 | -2.4% | 3.34% | -0.5% |
| Q2 2022 | $9,424,000 | -18.6% | 237,458 | -3.3% | 3.36% | -6.8% |
| Q1 2022 | $11,577,000 | -8.1% | 245,490 | -3.0% | 3.60% | -5.2% |
| Q4 2021 | $12,594,000 | +9.8% | 253,207 | +1.9% | 3.80% | +3.3% |
| Q3 2021 | $11,470,000 | +0.5% | 248,503 | +2.8% | 3.68% | -2.5% |
| Q2 2021 | $11,409,000 | +3.9% | 241,677 | +0.7% | 3.77% | -0.9% |
| Q1 2021 | $10,979,000 | +14.9% | 239,927 | +1.5% | 3.80% | +6.6% |
| Q4 2020 | $9,553,000 | +25.1% | 236,468 | +1.0% | 3.57% | +11.8% |
| Q3 2020 | $7,637,000 | +5.0% | 234,068 | +0.6% | 3.19% | +1.9% |
| Q2 2020 | $7,270,000 | +26.3% | 232,668 | +2.4% | 3.13% | +7.5% |
| Q1 2020 | $5,756,000 | -27.1% | 227,267 | +4.3% | 2.91% | -12.2% |
| Q4 2019 | $7,892,000 | +17.7% | 217,852 | +10.1% | 3.32% | +10.9% |
| Q3 2019 | $6,708,000 | +30.6% | 197,939 | +31.3% | 3.00% | +26.9% |
| Q2 2019 | $5,135,000 | +54.2% | 150,727 | +50.9% | 2.36% | +50.2% |
| Q1 2019 | $3,330,000 | +62.1% | 99,911 | +43.1% | 1.57% | +47.9% |
| Q4 2018 | $2,054,000 | +2.0% | 69,835 | +25.4% | 1.06% | +16.9% |
| Q3 2018 | $2,013,000 | +35.7% | 55,699 | +31.0% | 0.91% | +31.5% |
| Q2 2018 | $1,483,000 | +39.6% | 42,527 | +32.7% | 0.69% | +37.9% |
| Q1 2018 | $1,062,000 | – | 32,055 | – | 0.50% | – |
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% |