SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,537,800 | +4.9% | 126,462 | +10.0% | 0.06% | +1.7% |
| Q2 2023 | $5,277,053 | +45.7% | 114,994 | +39.5% | 0.06% | +33.3% |
| Q1 2023 | $3,621,981 | +5157.4% | 82,430 | +77.3% | 0.04% | +2150.0% |
| Q4 2022 | $68,893 | -95.6% | 46,502 | +14.0% | 0.00% | -92.3% |
| Q3 2022 | $1,572,000 | +4.2% | 40,774 | +7.3% | 0.03% | +4.0% |
| Q2 2022 | $1,509,000 | -4.9% | 38,008 | +13.0% | 0.02% | -3.8% |
| Q1 2022 | $1,587,000 | -2.8% | 33,642 | +2.5% | 0.03% | +4.0% |
| Q4 2021 | $1,632,000 | +11.3% | 32,809 | +3.3% | 0.02% | -30.6% |
| Q3 2021 | $1,466,000 | +2.7% | 31,764 | +5.0% | 0.04% | -5.3% |
| Q2 2021 | $1,428,000 | +48.1% | 30,252 | +43.5% | 0.04% | +31.0% |
| Q1 2021 | $964,000 | +12.7% | 21,076 | -0.5% | 0.03% | +3.6% |
| Q4 2020 | $855,000 | +19.6% | 21,173 | -3.3% | 0.03% | +12.0% |
| Q3 2020 | $715,000 | -29.3% | 21,906 | -32.3% | 0.02% | -37.5% |
| Q2 2020 | $1,012,000 | +216.2% | 32,378 | +156.1% | 0.04% | +166.7% |
| Q1 2020 | $320,000 | +55.3% | 12,644 | +121.7% | 0.02% | +87.5% |
| Q4 2019 | $206,000 | 0.0% | 5,702 | 0.0% | 0.01% | -50.0% |
| Q3 2018 | $206,000 | – | 5,702 | – | 0.02% | – |
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% |