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 | $223 | -4.7% | 5,100 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $234 | +4.5% | 5,100 | 0.0% | 0.04% | -5.4% |
| Q1 2023 | $224 | +3.2% | 5,100 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $217 | -99.9% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $197,000 | -2.5% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $202,000 | -16.2% | 5,100 | 0.0% | 0.04% | -5.0% |
| Q1 2022 | $241,000 | -5.1% | 5,100 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $254,000 | +8.1% | 5,100 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $235,000 | -2.5% | 5,100 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $241,000 | +3.4% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $233,000 | +13.1% | 5,100 | 0.0% | 0.04% | -4.4% |
| Q4 2020 | $206,000 | +24.1% | 5,100 | 0.0% | 0.04% | +9.8% |
| Q3 2020 | $166,000 | +0.6% | 5,100 | -2.0% | 0.04% | -6.8% |
| Q2 2020 | $165,000 | +108.9% | 5,202 | +67.8% | 0.04% | +76.0% |
| Q1 2020 | $79,000 | -40.6% | 3,100 | -15.9% | 0.02% | -34.2% |
| Q3 2018 | $133,000 | +2560.0% | 3,687 | +5944.3% | 0.04% | +1166.7% |
| Q1 2015 | $5,000 | – | 61 | – | 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% |