SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,618 | +2573.3% | 13,419 | +2701.5% | 0.02% | +1500.0% |
| Q2 2023 | $21,981 | +4.4% | 479 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,047 | -98.9% | 479 | -98.9% | 0.00% | -98.2% |
| Q4 2022 | $1,833,960 | -2.0% | 43,152 | -11.1% | 0.06% | +24.4% |
| Q3 2022 | $1,871,000 | +16909.1% | 48,529 | +21468.4% | 0.04% | – |
| Q1 2022 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | +10.0% | 225 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | -9.1% | 225 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | -38.9% | 225 | -41.6% | 0.00% | -100.0% |
| Q1 2021 | $18,000 | +200.0% | 385 | +140.6% | 0.00% | – |
| Q4 2020 | $6,000 | -93.8% | 160 | -95.8% | 0.00% | -100.0% |
| Q1 2020 | $96,000 | -29.9% | 3,808 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $137,000 | +878.6% | 3,808 | +781.5% | 0.01% | +900.0% |
| Q3 2019 | $14,000 | – | 432 | – | 0.00% | – |
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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% |