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 | $2,114,750 | -50.7% | 48,293 | -50.5% | 0.00% | -50.0% |
| Q1 2023 | $4,285,248 | -52.2% | 97,525 | -53.8% | 0.00% | -50.0% |
| Q4 2022 | $8,968,775 | +125.9% | 211,030 | +104.9% | 0.00% | +100.0% |
| Q3 2022 | $3,971,000 | +64.3% | 102,991 | +69.1% | 0.00% | +100.0% |
| Q2 2022 | $2,417,000 | +165.0% | 60,898 | +232.2% | 0.00% | – |
| Q4 2021 | $912,000 | +104.0% | 18,331 | +87.5% | 0.00% | – |
| Q1 2021 | $447,000 | -85.1% | 9,775 | -86.8% | 0.00% | -100.0% |
| Q4 2020 | $2,994,000 | +745.8% | 74,112 | +583.9% | 0.00% | – |
| Q3 2020 | $354,000 | +28.7% | 10,836 | -0.1% | 0.00% | – |
| Q1 2020 | $275,000 | -96.6% | 10,851 | -95.1% | 0.00% | -100.0% |
| Q4 2019 | $8,072,000 | +793.9% | 222,787 | +736.2% | 0.01% | +1000.0% |
| Q3 2019 | $903,000 | -82.1% | 26,644 | -82.0% | 0.00% | -88.9% |
| Q2 2019 | $5,052,000 | +11.5% | 148,281 | +9.1% | 0.01% | +28.6% |
| Q1 2019 | $4,530,000 | +290.9% | 135,922 | +323.9% | 0.01% | +250.0% |
| Q3 2018 | $1,159,000 | -67.0% | 32,063 | -68.2% | 0.00% | -75.0% |
| Q2 2018 | $3,512,000 | +71.2% | 100,680 | +62.8% | 0.01% | +60.0% |
| Q1 2018 | $2,051,000 | +54.0% | 61,846 | +54.9% | 0.01% | +25.0% |
| Q4 2017 | $1,332,000 | -20.5% | 39,914 | +128.1% | 0.00% | -20.0% |
| Q3 2017 | $1,675,000 | +75.6% | 17,497 | +70.6% | 0.01% | +66.7% |
| Q2 2017 | $954,000 | -47.2% | 10,259 | -48.3% | 0.00% | -62.5% |
| Q1 2017 | $1,808,000 | +390.0% | 19,844 | +342.3% | 0.01% | +300.0% |
| Q3 2016 | $369,000 | +15.0% | 4,487 | +8.8% | 0.00% | 0.0% |
| Q2 2016 | $321,000 | -9.8% | 4,124 | -12.2% | 0.00% | 0.0% |
| Q1 2016 | $356,000 | +49.6% | 4,699 | +51.6% | 0.00% | +100.0% |
| Q4 2015 | $238,000 | +7.2% | 3,099 | +22.1% | 0.00% | -50.0% |
| Q1 2015 | $222,000 | – | 2,538 | – | 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% |