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 | $683,869 | -29.1% | 15,617 | -25.7% | 0.30% | -26.2% |
| Q2 2023 | $965,113 | +1.7% | 21,031 | -2.6% | 0.41% | +23.6% |
| Q1 2023 | $949,148 | -3.5% | 21,601 | -6.6% | 0.33% | -3.5% |
| Q4 2022 | $983,322 | +6.7% | 23,137 | -3.2% | 0.34% | -11.8% |
| Q3 2022 | $922,000 | -13.8% | 23,900 | -11.2% | 0.39% | -22.4% |
| Q2 2022 | $1,069,000 | -18.6% | 26,925 | -3.4% | 0.50% | -0.8% |
| Q1 2022 | $1,314,000 | -10.7% | 27,867 | -5.9% | 0.50% | -1.0% |
| Q4 2021 | $1,472,000 | +12.5% | 29,603 | +4.4% | 0.51% | +7.6% |
| Q3 2021 | $1,309,000 | -4.0% | 28,358 | -1.9% | 0.47% | -3.7% |
| Q2 2021 | $1,364,000 | -3.6% | 28,901 | -6.5% | 0.49% | -14.3% |
| Q1 2021 | $1,415,000 | +6.0% | 30,921 | -6.4% | 0.57% | -0.3% |
| Q4 2020 | $1,335,000 | +22.1% | 33,043 | -1.4% | 0.58% | +11.0% |
| Q3 2020 | $1,093,000 | -0.3% | 33,496 | -4.5% | 0.52% | -6.8% |
| Q2 2020 | $1,096,000 | -11.8% | 35,070 | -28.5% | 0.56% | -24.5% |
| Q1 2020 | $1,243,000 | -61.1% | 49,070 | -44.4% | 0.74% | -47.7% |
| Q4 2019 | $3,195,000 | +25.0% | 88,181 | +17.0% | 1.41% | +26.8% |
| Q3 2019 | $2,555,000 | +3.4% | 75,393 | +3.9% | 1.11% | +0.1% |
| Q2 2019 | $2,471,000 | +10.8% | 72,530 | +8.4% | 1.11% | +9.1% |
| Q1 2019 | $2,230,000 | +437.3% | 66,902 | +373.8% | 1.02% | +309.2% |
| Q4 2018 | $415,000 | -21.1% | 14,120 | -2.9% | 0.25% | -16.7% |
| Q3 2018 | $526,000 | -41.6% | 14,537 | -43.7% | 0.30% | -34.4% |
| Q2 2018 | $900,000 | -9.8% | 25,810 | -14.2% | 0.46% | -13.8% |
| Q1 2018 | $998,000 | – | 30,099 | – | 0.53% | – |
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% |