SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,798,326 | -1.0% | 383,611 | +3.7% | 0.01% | 0.0% |
| Q2 2023 | $16,974,023 | +12.8% | 369,885 | +8.0% | 0.01% | +20.0% |
| Q1 2023 | $15,042,024 | +1.1% | 342,331 | -2.2% | 0.01% | -16.7% |
| Q4 2022 | $14,879,930 | -4.1% | 350,116 | -13.0% | 0.01% | -14.3% |
| Q3 2022 | $15,523,000 | +23.6% | 402,562 | +27.2% | 0.01% | +40.0% |
| Q2 2022 | $12,563,000 | -76.1% | 316,533 | -71.6% | 0.01% | -72.2% |
| Q1 2022 | $52,500,000 | +236.8% | 1,113,231 | +255.2% | 0.02% | +350.0% |
| Q4 2021 | $15,588,000 | +8.3% | 313,376 | +0.5% | 0.00% | -20.0% |
| Q3 2021 | $14,392,000 | +7.0% | 311,766 | +9.4% | 0.01% | +25.0% |
| Q2 2021 | $13,455,000 | +25.0% | 285,008 | +21.2% | 0.00% | 0.0% |
| Q1 2021 | $10,763,000 | +17.3% | 235,215 | +3.6% | 0.00% | +33.3% |
| Q4 2020 | $9,173,000 | -87.1% | 227,043 | -89.6% | 0.00% | -88.9% |
| Q3 2020 | $70,981,000 | -5.5% | 2,175,315 | -9.5% | 0.03% | -15.6% |
| Q2 2020 | $75,100,000 | +1846.6% | 2,403,207 | +1477.7% | 0.03% | +1500.0% |
| Q1 2020 | $3,858,000 | +100.0% | 152,324 | +186.0% | 0.00% | +100.0% |
| Q4 2019 | $1,929,000 | +7.9% | 53,258 | +1.0% | 0.00% | 0.0% |
| Q3 2019 | $1,787,000 | -34.9% | 52,717 | -34.5% | 0.00% | 0.0% |
| Q2 2019 | $2,743,000 | +2.3% | 80,505 | +0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,682,000 | -46.7% | 80,465 | -52.9% | 0.00% | -50.0% |
| Q4 2018 | $5,029,000 | -33.4% | 170,927 | -18.2% | 0.00% | -33.3% |
| Q3 2018 | $7,556,000 | +20.9% | 209,014 | +16.7% | 0.00% | 0.0% |
| Q2 2018 | $6,249,000 | +227.0% | 179,161 | +210.9% | 0.00% | +200.0% |
| Q1 2018 | $1,911,000 | +9.9% | 57,622 | +10.6% | 0.00% | 0.0% |
| Q4 2017 | $1,739,000 | +489.5% | 52,121 | +1590.0% | 0.00% | – |
| Q3 2017 | $295,000 | -20.9% | 3,084 | -23.0% | 0.00% | – |
| Q2 2017 | $373,000 | +31.3% | 4,005 | +28.4% | 0.00% | – |
| Q1 2017 | $284,000 | -20.4% | 3,119 | -22.4% | 0.00% | – |
| Q4 2016 | $357,000 | +33.2% | 4,018 | +23.5% | 0.00% | – |
| Q3 2016 | $268,000 | +1.1% | 3,254 | -4.5% | 0.00% | – |
| Q2 2016 | $265,000 | -1.1% | 3,409 | -3.7% | 0.00% | – |
| Q1 2016 | $268,000 | -13.5% | 3,541 | -12.3% | 0.00% | – |
| Q4 2015 | $310,000 | -25.7% | 4,038 | -25.6% | 0.00% | – |
| Q3 2015 | $417,000 | -38.0% | 5,428 | -29.7% | 0.00% | – |
| Q2 2015 | $673,000 | -1.8% | 7,719 | -1.6% | 0.00% | – |
| Q1 2015 | $685,000 | +11.2% | 7,843 | +7.4% | 0.00% | – |
| Q4 2014 | $616,000 | – | 7,303 | – | 0.00% | – |
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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% |