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 | $27 | -3.6% | 620 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $28 | +3.7% | 617 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $27 | +3.8% | 615 | +0.5% | 0.01% | -9.1% |
| Q4 2022 | $26 | -99.9% | 612 | +0.3% | 0.01% | +10.0% |
| Q3 2022 | $24,000 | 0.0% | 610 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $24,000 | +1100.0% | 607 | +1191.5% | 0.01% | +900.0% |
| Q1 2022 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -85.7% | 47 | -89.5% | 0.00% | -85.7% |
| Q2 2020 | $14,000 | -22.2% | 446 | -37.9% | 0.01% | -22.2% |
| Q1 2020 | $18,000 | -99.8% | 718 | -99.7% | 0.01% | -99.8% |
| Q4 2019 | $10,350,000 | +4.7% | 285,669 | -2.0% | 4.91% | -4.6% |
| Q3 2019 | $9,884,000 | -0.4% | 291,641 | +0.2% | 5.15% | -0.4% |
| Q2 2019 | $9,921,000 | +3.8% | 291,201 | +1.5% | 5.17% | -2.2% |
| Q1 2019 | $9,560,000 | +77.7% | 286,839 | +92.7% | 5.29% | +95.5% |
| Q3 2018 | $5,380,000 | +4.1% | 148,827 | +0.5% | 2.70% | -2.9% |
| Q2 2018 | $5,167,000 | +0.1% | 148,149 | -4.8% | 2.78% | -7.9% |
| Q1 2018 | $5,161,000 | – | 155,627 | – | 3.02% | – |
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% |