SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 225 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $109,000 | -23.2% | 2,839 | -20.8% | 0.01% | -12.5% |
| Q2 2022 | $142,000 | -42.3% | 3,586 | -31.3% | 0.02% | -38.5% |
| Q1 2022 | $246,000 | -5.4% | 5,221 | -0.1% | 0.03% | -7.1% |
| Q4 2021 | $260,000 | +6.1% | 5,227 | -1.5% | 0.03% | +3.7% |
| Q3 2021 | $245,000 | -3.5% | 5,309 | -1.2% | 0.03% | -3.6% |
| Q2 2021 | $254,000 | +9.0% | 5,372 | +5.3% | 0.03% | -20.0% |
| Q1 2021 | $233,000 | +14.2% | 5,101 | +0.9% | 0.04% | -2.8% |
| Q4 2020 | $204,000 | +23.6% | 5,057 | +0.2% | 0.04% | +2.9% |
| Q3 2020 | $165,000 | -6.8% | 5,049 | -2.6% | 0.04% | -7.9% |
| Q2 2020 | $177,000 | +23.8% | 5,183 | -1.2% | 0.04% | 0.0% |
| Q1 2020 | $143,000 | -30.2% | 5,248 | -6.6% | 0.04% | -20.8% |
| Q4 2019 | $205,000 | – | 5,619 | – | 0.05% | – |
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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% |