SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,418,462 | -9.0% | 169,409 | -4.6% | 0.16% | -13.5% |
| Q2 2023 | $8,148,402 | +25.5% | 177,563 | +20.2% | 0.18% | +6.9% |
| Q1 2023 | $6,492,887 | +1.6% | 147,767 | -1.7% | 0.17% | +6.8% |
| Q4 2022 | $6,391,771 | +12.6% | 150,394 | +2.2% | 0.16% | +1.9% |
| Q3 2022 | $5,677,000 | -8.0% | 147,224 | -5.3% | 0.16% | +1.9% |
| Q2 2022 | $6,170,000 | +38.2% | 155,446 | +64.2% | 0.16% | +56.0% |
| Q1 2022 | $4,466,000 | +115.5% | 94,693 | +127.3% | 0.10% | +117.4% |
| Q4 2021 | $2,072,000 | +12.2% | 41,664 | +4.2% | 0.05% | -2.1% |
| Q3 2021 | $1,846,000 | +0.7% | 39,994 | +3.0% | 0.05% | +2.2% |
| Q2 2021 | $1,833,000 | -0.5% | 38,833 | -3.5% | 0.05% | -9.8% |
| Q1 2021 | $1,842,000 | +29.1% | 40,250 | +13.9% | 0.05% | +21.4% |
| Q4 2020 | $1,427,000 | -19.8% | 35,327 | -35.2% | 0.04% | -27.6% |
| Q3 2020 | $1,780,000 | -44.6% | 54,543 | -47.0% | 0.06% | -49.1% |
| Q2 2020 | $3,213,000 | +32.1% | 102,825 | +7.1% | 0.11% | +2.7% |
| Q1 2020 | $2,432,000 | +8286.2% | 95,996 | +11707.6% | 0.11% | +11000.0% |
| Q3 2018 | $29,000 | +480.0% | 813 | +442.0% | 0.00% | – |
| Q1 2018 | $5,000 | – | 150 | – | 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% |