SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,587,945 | -7.7% | 36,521 | +0.1% | 0.30% | -4.1% |
| Q2 2023 | $1,721,298 | +9.7% | 36,499 | -1.4% | 0.32% | +4.3% |
| Q1 2023 | $1,568,480 | -12.4% | 37,010 | -3.5% | 0.30% | -11.1% |
| Q4 2022 | $1,789,932 | +35.4% | 38,345 | +11.9% | 0.34% | +12.1% |
| Q3 2022 | $1,322,000 | +7.6% | 34,274 | +10.7% | 0.31% | +15.5% |
| Q2 2022 | $1,229,000 | -10.0% | 30,958 | +7.0% | 0.26% | +4.7% |
| Q1 2022 | $1,365,000 | -0.4% | 28,939 | +5.0% | 0.25% | +5.0% |
| Q4 2021 | $1,370,000 | +4.5% | 27,552 | -3.0% | 0.24% | -2.8% |
| Q3 2021 | $1,311,000 | -2.5% | 28,395 | -0.3% | 0.25% | -10.1% |
| Q2 2021 | $1,344,000 | -9.1% | 28,468 | -11.8% | 0.28% | -8.6% |
| Q1 2021 | $1,478,000 | -9.5% | 32,291 | -20.2% | 0.30% | -13.0% |
| Q4 2020 | $1,634,000 | +35.0% | 40,454 | +9.1% | 0.35% | +23.5% |
| Q3 2020 | $1,210,000 | +0.5% | 37,077 | -3.8% | 0.28% | -7.3% |
| Q2 2020 | $1,204,000 | +7.3% | 38,532 | -13.0% | 0.30% | -9.0% |
| Q1 2020 | $1,122,000 | -66.7% | 44,305 | -52.3% | 0.33% | -60.7% |
| Q4 2019 | $3,365,000 | +9.3% | 92,877 | +2.2% | 0.85% | +1.9% |
| Q3 2019 | $3,080,000 | +3.0% | 90,877 | +3.6% | 0.83% | -4.9% |
| Q2 2019 | $2,989,000 | +8.7% | 87,742 | +6.4% | 0.87% | +4.4% |
| Q1 2019 | $2,750,000 | +1.6% | 82,497 | +10.1% | 0.84% | -1.6% |
| Q4 2018 | $2,707,000 | 0.0% | 74,896 | 0.0% | 0.85% | -0.1% |
| Q3 2018 | $2,707,000 | +0.9% | 74,896 | -2.7% | 0.85% | -7.9% |
| Q2 2018 | $2,684,000 | +11.7% | 76,949 | +6.2% | 0.92% | +9.2% |
| Q1 2018 | $2,402,000 | +20.8% | 72,447 | +21.5% | 0.85% | +120.6% |
| Q4 2017 | $1,989,000 | – | 59,619 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 1,242,075 | $42,317,000 | 12.82% |
| WALLER FINANCIAL PLANNING GROUP, INC | 489,111 | $16,591,000 | 9.23% |
| Peterson Wealth Advisors, LLC | 323,041 | $11,006,000 | 6.97% |
| Clear Creek Financial Management, LLC | 475,241 | $16,191,000 | 6.93% |
| Winch Advisory Services, LLC | 291,201 | $9,921,000 | 5.17% |
| Advisory Alpha, LLC | 454,896 | $15,398,000 | 5.14% |
| NICOLET ADVISORY SERVICES, LLC | 943,207 | $32,135,000 | 4.91% |
| ERn Financial, LLC | 174,620 | $5,949,000 | 4.48% |
| TPG Financial Advisors, LLC | 110,193 | $3,780,000 | 3.46% |
| STRINGER ASSET MANAGEMENT, LLC | 80,047 | $2,727,000 | 3.02% |