SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,079,322 | -9.5% | 47,484 | -5.1% | 0.40% | -5.4% |
| Q2 2023 | $2,297,251 | +6.1% | 50,060 | +1.6% | 0.43% | -4.9% |
| Q1 2023 | $2,165,053 | +0.2% | 49,273 | -3.1% | 0.45% | -5.9% |
| Q4 2022 | $2,161,463 | +4.8% | 50,858 | -5.0% | 0.48% | -1.0% |
| Q3 2022 | $2,063,000 | +2.2% | 53,507 | +5.3% | 0.48% | +6.9% |
| Q2 2022 | $2,018,000 | -16.1% | 50,835 | -0.3% | 0.45% | -3.6% |
| Q1 2022 | $2,404,000 | -9.5% | 50,979 | -4.6% | 0.47% | -3.5% |
| Q4 2021 | $2,657,000 | +5.2% | 53,415 | -2.4% | 0.49% | +1.5% |
| Q3 2021 | $2,526,000 | -0.1% | 54,733 | +2.2% | 0.48% | -2.0% |
| Q2 2021 | $2,528,000 | -5.6% | 53,543 | -8.5% | 0.49% | -14.7% |
| Q1 2021 | $2,677,000 | +0.8% | 58,507 | -11.0% | 0.57% | -4.0% |
| Q4 2020 | $2,657,000 | +24.7% | 65,760 | +0.7% | 0.60% | +14.1% |
| Q3 2020 | $2,131,000 | -7.3% | 65,310 | -11.2% | 0.52% | -13.0% |
| Q2 2020 | $2,299,000 | +56.1% | 73,560 | +26.5% | 0.60% | +36.0% |
| Q1 2020 | $1,473,000 | -22.9% | 58,141 | +10.3% | 0.44% | -9.4% |
| Q4 2019 | $1,910,000 | +7.5% | 52,716 | +0.5% | 0.49% | -1.0% |
| Q3 2019 | $1,777,000 | +8.7% | 52,430 | +9.3% | 0.49% | +6.5% |
| Q2 2019 | $1,635,000 | 0.0% | 47,990 | -2.2% | 0.46% | -1.7% |
| Q1 2019 | $1,635,000 | +21.6% | 49,082 | +7.3% | 0.47% | +9.0% |
| Q4 2018 | $1,345,000 | -19.7% | 45,726 | -1.3% | 0.43% | -12.7% |
| Q3 2018 | $1,674,000 | +3.2% | 46,305 | -0.4% | 0.50% | -3.1% |
| Q2 2018 | $1,622,000 | – | 46,509 | – | 0.51% | – |
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% |