SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,151 | +3.8% | 8,590 | +8.8% | 0.01% | 0.0% |
| Q2 2023 | $362,263 | +55.6% | 7,894 | +49.0% | 0.01% | +66.7% |
| Q1 2023 | $232,792 | -27.6% | 5,298 | -30.0% | 0.01% | -40.0% |
| Q4 2022 | $321,541 | +7.9% | 7,566 | -2.2% | 0.01% | -9.1% |
| Q3 2022 | $298,000 | +16.4% | 7,736 | +20.0% | 0.01% | +22.2% |
| Q2 2022 | $256,000 | -59.3% | 6,444 | -51.7% | 0.01% | -52.6% |
| Q1 2022 | $629,000 | -4.6% | 13,334 | +0.7% | 0.02% | 0.0% |
| Q4 2021 | $659,000 | +54.3% | 13,237 | +42.9% | 0.02% | +35.7% |
| Q3 2021 | $427,000 | +4.7% | 9,260 | +7.2% | 0.01% | +7.7% |
| Q2 2021 | $408,000 | +10.3% | 8,638 | +6.8% | 0.01% | -7.1% |
| Q1 2021 | $370,000 | +13.5% | 8,085 | +0.3% | 0.01% | +7.7% |
| Q4 2020 | $326,000 | -50.5% | 8,064 | -60.0% | 0.01% | -58.1% |
| Q3 2020 | $658,000 | +27.5% | 20,159 | +22.0% | 0.03% | +10.7% |
| Q2 2020 | $516,000 | +337.3% | 16,521 | +254.7% | 0.03% | +250.0% |
| Q1 2020 | $118,000 | +107.0% | 4,658 | +193.7% | 0.01% | +166.7% |
| Q4 2019 | $57,000 | -46.2% | 1,586 | -49.0% | 0.00% | -50.0% |
| Q3 2019 | $106,000 | 0.0% | 3,112 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $106,000 | +96.3% | 3,112 | +92.9% | 0.01% | +50.0% |
| Q1 2019 | $54,000 | +125.0% | 1,613 | +98.4% | 0.00% | +100.0% |
| Q4 2018 | $24,000 | -89.2% | 813 | -86.8% | 0.00% | -87.5% |
| Q3 2018 | $223,000 | +725.9% | 6,155 | +728.4% | 0.02% | +700.0% |
| Q2 2018 | $27,000 | – | 743 | – | 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% |