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 | $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 ↓ |
|---|---|---|---|
| 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% |