SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,903,574 | -3.1% | 248,997 | +1.6% | 1.07% | -4.1% |
| Q2 2023 | $11,249,412 | +10.5% | 245,139 | +5.8% | 1.11% | -7.4% |
| Q1 2023 | $10,178,602 | +0.6% | 231,648 | -2.7% | 1.20% | +0.1% |
| Q4 2022 | $10,118,474 | +32.7% | 238,082 | +20.4% | 1.20% | +21.6% |
| Q3 2022 | $7,627,000 | +20.0% | 197,800 | +23.5% | 0.99% | +28.3% |
| Q2 2022 | $6,354,000 | -8.8% | 160,098 | +8.4% | 0.77% | +1.6% |
| Q1 2022 | $6,964,000 | +11.0% | 147,672 | +17.1% | 0.76% | +2.0% |
| Q4 2021 | $6,272,000 | +16.1% | 126,100 | +7.8% | 0.74% | +8.8% |
| Q3 2021 | $5,400,000 | +24.4% | 116,995 | +27.3% | 0.68% | +25.1% |
| Q2 2021 | $4,340,000 | +15.8% | 91,936 | +12.2% | 0.55% | +3.2% |
| Q1 2021 | $3,749,000 | +282.9% | 81,922 | +238.2% | 0.53% | +264.8% |
| Q4 2020 | $979,000 | +34.7% | 24,225 | +8.7% | 0.14% | +5.8% |
| Q3 2020 | $727,000 | +3.4% | 22,288 | -1.0% | 0.14% | -3.5% |
| Q2 2020 | $703,000 | +40.9% | 22,508 | +14.2% | 0.14% | +16.4% |
| Q1 2020 | $499,000 | +10.9% | 19,705 | +58.5% | 0.12% | +1.7% |
| Q4 2019 | $450,000 | +20.0% | 12,432 | +12.5% | 0.12% | +14.3% |
| Q3 2019 | $375,000 | +14.7% | 11,055 | +14.4% | 0.10% | +6.1% |
| Q2 2019 | $327,000 | +6.9% | 9,665 | +5.3% | 0.10% | -13.2% |
| Q1 2019 | $306,000 | +4.8% | 9,180 | -7.5% | 0.11% | -8.8% |
| Q4 2018 | $292,000 | -68.5% | 9,922 | -61.3% | 0.12% | -71.2% |
| Q3 2018 | $927,000 | +24.6% | 25,644 | +20.3% | 0.43% | +16.7% |
| Q2 2018 | $744,000 | +32.4% | 21,319 | +25.8% | 0.37% | +18.5% |
| Q1 2018 | $562,000 | +54.0% | 16,950 | +55.1% | 0.31% | +46.7% |
| Q4 2017 | $365,000 | – | 10,927 | – | 0.21% | – |
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% |