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 | $2,330 | +1.5% | 53,234 | +6.4% | 0.26% | +6.5% |
| Q2 2023 | $2,296 | +14.1% | 50,029 | +9.2% | 0.25% | +5.5% |
| Q1 2023 | $2,012 | +12.7% | 45,797 | +8.9% | 0.24% | +24.3% |
| Q4 2022 | $1,786 | -99.9% | 42,036 | +23.5% | 0.19% | +32.2% |
| Q3 2022 | $1,312,000 | +20.3% | 34,029 | +23.8% | 0.14% | -2.1% |
| Q2 2022 | $1,091,000 | -73.1% | 27,487 | -68.0% | 0.15% | -59.0% |
| Q1 2022 | $4,054,000 | -5.0% | 85,934 | +0.2% | 0.36% | +2.3% |
| Q4 2021 | $4,267,000 | +268.5% | 85,776 | +241.4% | 0.35% | +266.3% |
| Q3 2021 | $1,158,000 | -41.4% | 25,124 | -39.9% | 0.10% | -62.0% |
| Q2 2021 | $1,977,000 | +45.6% | 41,835 | +41.2% | 0.25% | +17.9% |
| Q1 2021 | $1,358,000 | +11.7% | 29,630 | -2.0% | 0.21% | +8.7% |
| Q4 2020 | $1,216,000 | +35.1% | 30,222 | +9.5% | 0.20% | -28.3% |
| Q3 2020 | $900,000 | +20.0% | 27,612 | +15.2% | 0.27% | -12.3% |
| Q2 2020 | $750,000 | -27.0% | 23,969 | -15.5% | 0.31% | -43.8% |
| Q4 2019 | $1,027,000 | -58.4% | 28,359 | -61.0% | 0.55% | -0.5% |
| Q3 2019 | $2,467,000 | – | 72,786 | – | 0.56% | – |
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% |