SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,895,296 | -9.8% | 88,954 | -5.5% | 0.49% | -6.2% |
| Q2 2023 | $4,318,800 | +11.6% | 94,112 | +6.9% | 0.52% | +3.0% |
| Q1 2023 | $3,868,698 | +3.3% | 88,045 | -0.1% | 0.50% | -3.5% |
| Q4 2022 | $3,746,120 | +5.9% | 88,144 | -4.0% | 0.52% | -4.6% |
| Q3 2022 | $3,539,000 | -2.4% | 91,780 | +0.5% | 0.55% | -0.7% |
| Q2 2022 | $3,625,000 | -16.2% | 91,343 | -0.5% | 0.55% | -4.0% |
| Q1 2022 | $4,328,000 | -13.6% | 91,783 | -8.9% | 0.57% | -6.4% |
| Q4 2021 | $5,011,000 | +7.3% | 100,747 | -0.4% | 0.61% | -2.5% |
| Q3 2021 | $4,669,000 | -1.1% | 101,159 | +1.2% | 0.63% | -1.7% |
| Q2 2021 | $4,719,000 | +4.0% | 99,953 | +0.8% | 0.64% | -3.0% |
| Q1 2021 | $4,539,000 | +12.7% | 99,197 | -0.5% | 0.66% | -0.5% |
| Q4 2020 | $4,027,000 | +27.4% | 99,684 | +2.9% | 0.66% | +3.9% |
| Q3 2020 | $3,161,000 | +3.2% | 96,859 | -1.2% | 0.64% | -3.0% |
| Q2 2020 | $3,064,000 | +16.2% | 98,041 | -5.8% | 0.66% | +3.6% |
| Q1 2020 | $2,637,000 | -42.9% | 104,122 | -18.3% | 0.63% | -28.0% |
| Q4 2019 | $4,619,000 | +2.7% | 127,495 | -4.0% | 0.88% | -3.7% |
| Q3 2019 | $4,499,000 | +12.7% | 132,764 | +13.3% | 0.92% | +12.5% |
| Q2 2019 | $3,991,000 | +15.8% | 117,154 | +13.3% | 0.81% | +9.7% |
| Q1 2019 | $3,446,000 | +3.5% | 103,399 | -8.7% | 0.74% | -1.9% |
| Q4 2018 | $3,331,000 | +40.5% | 113,206 | +66.6% | 0.76% | +50.7% |
| Q2 2018 | $2,371,000 | +27.4% | 67,968 | +21.1% | 0.50% | +25.9% |
| Q1 2018 | $1,861,000 | +106.1% | 56,130 | +107.3% | 0.40% | +109.5% |
| Q4 2017 | $903,000 | – | 27,080 | – | 0.19% | – |
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% |