SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,691 | -10.7% | 11,678 | -3.9% | 0.01% | 0.0% |
| Q2 2023 | $553,776 | -1.6% | 12,155 | -5.1% | 0.01% | 0.0% |
| Q1 2023 | $563,019 | -15.7% | 12,813 | -16.4% | 0.01% | -21.4% |
| Q4 2022 | $668,233 | +1.4% | 15,330 | -8.3% | 0.01% | -6.7% |
| Q3 2022 | $659,000 | -19.7% | 16,711 | -17.3% | 0.02% | -16.7% |
| Q2 2022 | $821,000 | -19.9% | 20,201 | -10.1% | 0.02% | -10.0% |
| Q1 2022 | $1,025,000 | -55.9% | 22,465 | -52.7% | 0.02% | -50.0% |
| Q4 2021 | $2,322,000 | -21.9% | 47,529 | -24.5% | 0.04% | -25.9% |
| Q3 2021 | $2,974,000 | -7.0% | 62,965 | -7.8% | 0.05% | -5.3% |
| Q2 2021 | $3,198,000 | – | 68,314 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 1,242,075 | $42,317,000 | 12.82% |
| WALLER FINANCIAL PLANNING GROUP, INC | 489,111 | $16,591,000 | 9.23% |
| Peterson Wealth Advisors, LLC | 323,041 | $11,006,000 | 6.97% |
| Clear Creek Financial Management, LLC | 475,241 | $16,191,000 | 6.93% |
| Winch Advisory Services, LLC | 291,201 | $9,921,000 | 5.17% |
| Advisory Alpha, LLC | 454,896 | $15,398,000 | 5.14% |
| NICOLET ADVISORY SERVICES, LLC | 943,207 | $32,135,000 | 4.91% |
| ERn Financial, LLC | 174,620 | $5,949,000 | 4.48% |
| TPG Financial Advisors, LLC | 110,193 | $3,780,000 | 3.46% |
| STRINGER ASSET MANAGEMENT, LLC | 80,047 | $2,727,000 | 3.02% |