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 | $54,308 | -29.9% | 1,240 | -26.5% | 0.01% | -28.6% |
| Q2 2023 | $77,426 | +4.5% | 1,687 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $74,087 | +3.4% | 1,686 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $71,618 | +10.2% | 1,685 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $65,000 | -3.0% | 1,684 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $67,000 | +15.5% | 1,683 | +36.4% | 0.01% | +40.0% |
| Q1 2022 | $58,000 | -4.9% | 1,234 | +0.1% | 0.01% | -16.7% |
| Q4 2021 | $61,000 | +7.0% | 1,233 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $57,000 | -1.7% | 1,233 | -0.1% | 0.01% | -33.3% |
| Q2 2021 | $58,000 | +3.6% | 1,234 | +0.1% | 0.01% | -18.2% |
| Q1 2021 | $56,000 | +12.0% | 1,233 | +0.1% | 0.01% | +10.0% |
| Q4 2020 | $50,000 | +28.2% | 1,232 | +2.8% | 0.01% | +11.1% |
| Q3 2020 | $39,000 | -2.5% | 1,199 | -7.0% | 0.01% | -10.0% |
| Q2 2020 | $40,000 | +25.0% | 1,289 | +0.5% | 0.01% | 0.0% |
| Q1 2020 | $32,000 | +6.7% | 1,282 | +54.5% | 0.01% | +42.9% |
| Q4 2019 | $30,000 | +15.4% | 830 | +7.8% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | 0.0% | 770 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 769 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | +36.8% | 767 | +18.5% | 0.01% | +40.0% |
| Q4 2018 | $19,000 | -17.4% | 647 | +0.2% | 0.01% | -16.7% |
| Q3 2018 | $23,000 | +475.0% | 646 | +438.3% | 0.01% | +500.0% |
| Q2 2018 | $4,000 | – | 120 | – | 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% |