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 | $638,080 | +59.0% | 14,571 | +66.6% | 0.04% | +65.4% |
| Q2 2023 | $401,308 | -4.7% | 8,745 | -8.7% | 0.03% | -10.3% |
| Q1 2023 | $421,109 | +1.9% | 9,583 | -1.4% | 0.03% | -6.5% |
| Q4 2022 | $413,069 | +3.8% | 9,719 | -5.9% | 0.03% | -6.1% |
| Q3 2022 | $398,000 | -5.2% | 10,331 | -2.5% | 0.03% | -21.4% |
| Q2 2022 | $420,000 | -13.8% | 10,592 | +2.6% | 0.04% | 0.0% |
| Q1 2022 | $487,000 | -7.6% | 10,328 | -2.6% | 0.04% | -4.5% |
| Q4 2021 | $527,000 | +2.1% | 10,599 | -5.3% | 0.04% | +2.3% |
| Q3 2021 | $516,000 | -3.4% | 11,190 | -1.2% | 0.04% | -20.4% |
| Q2 2021 | $534,000 | 0.0% | 11,324 | -3.1% | 0.05% | -5.3% |
| Q1 2021 | $534,000 | -6.6% | 11,684 | -17.6% | 0.06% | -19.7% |
| Q4 2020 | $572,000 | +24.1% | 14,182 | +0.2% | 0.07% | +7.6% |
| Q3 2020 | $461,000 | -2.5% | 14,157 | -6.5% | 0.07% | -10.8% |
| Q2 2020 | $473,000 | +24.1% | 15,148 | +0.5% | 0.07% | -1.3% |
| Q1 2020 | $381,000 | -25.9% | 15,076 | +6.1% | 0.08% | -8.5% |
| Q4 2019 | $514,000 | -0.4% | 14,211 | -6.7% | 0.08% | -8.9% |
| Q3 2019 | $516,000 | +27.7% | 15,226 | +28.5% | 0.09% | +25.0% |
| Q2 2019 | $404,000 | +29.1% | 11,848 | +26.0% | 0.07% | +9.1% |
| Q1 2019 | $313,000 | +101.9% | 9,403 | +77.6% | 0.07% | +78.4% |
| Q4 2018 | $155,000 | +46.2% | 5,294 | +81.3% | 0.04% | +60.9% |
| Q3 2018 | $106,000 | +10.4% | 2,920 | +6.4% | 0.02% | +4.5% |
| Q2 2018 | $96,000 | +65.5% | 2,744 | +56.8% | 0.02% | +69.2% |
| Q1 2018 | $58,000 | – | 1,750 | – | 0.01% | – |
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% |