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 | $55,048,773 | -0.5% | 1,292,549 | +7.4% | 0.49% | +2.3% |
| Q2 2023 | $55,350,677 | -12.7% | 1,203,769 | -16.6% | 0.48% | -20.6% |
| Q1 2023 | $63,418,067 | +2812.5% | 1,443,285 | +17.9% | 0.61% | +450.9% |
| Q4 2022 | $2,177,464 | -94.5% | 1,223,702 | +19.8% | 0.11% | -75.7% |
| Q3 2022 | $39,381,000 | +11.5% | 1,021,305 | +14.7% | 0.45% | +43.8% |
| Q2 2022 | $35,335,000 | +2.5% | 890,275 | +21.8% | 0.32% | +19.3% |
| Q1 2022 | $34,470,000 | -11.8% | 730,926 | -7.0% | 0.26% | -9.9% |
| Q4 2021 | $39,076,000 | +15.3% | 785,601 | +7.0% | 0.29% | +36.3% |
| Q3 2021 | $33,880,000 | +3.1% | 733,972 | +5.5% | 0.22% | -25.1% |
| Q2 2021 | $32,859,000 | +16.1% | 696,020 | +12.5% | 0.29% | +6.3% |
| Q1 2021 | $28,304,000 | +2.8% | 618,526 | -9.3% | 0.27% | -5.9% |
| Q4 2020 | $27,537,000 | +33.8% | 681,617 | +8.1% | 0.29% | +7.1% |
| Q3 2020 | $20,583,000 | +37.5% | 630,809 | +31.7% | 0.27% | +28.8% |
| Q2 2020 | $14,973,000 | +582.5% | 479,135 | +453.3% | 0.21% | +420.0% |
| Q1 2020 | $2,194,000 | +58.9% | 86,600 | +127.3% | 0.04% | +90.5% |
| Q4 2019 | $1,381,000 | +24.4% | 38,105 | +16.3% | 0.02% | +23.5% |
| Q3 2019 | $1,110,000 | -0.1% | 32,760 | +0.5% | 0.02% | -15.0% |
| Q2 2019 | $1,111,000 | +12.8% | 32,600 | +10.3% | 0.02% | +5.3% |
| Q1 2019 | $985,000 | +27.8% | 29,550 | +12.8% | 0.02% | 0.0% |
| Q4 2018 | $771,000 | +187.7% | 26,190 | +253.3% | 0.02% | +280.0% |
| Q3 2018 | $268,000 | +4366.7% | 7,414 | +10491.4% | 0.01% | – |
| Q3 2014 | $6,000 | – | 70 | – | 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% |