SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,584,837 | +24.5% | 196,045 | +30.4% | 0.58% | +26.1% |
| Q2 2023 | $6,897,964 | +32.0% | 150,316 | +26.4% | 0.46% | +12.1% |
| Q1 2023 | $5,224,575 | +10.0% | 118,902 | +6.4% | 0.41% | -1.9% |
| Q4 2022 | $4,749,977 | +34.7% | 111,764 | +22.2% | 0.42% | +28.0% |
| Q3 2022 | $3,527,000 | +19.1% | 91,492 | +22.6% | 0.33% | +17.1% |
| Q2 2022 | $2,961,000 | +401.0% | 74,603 | +495.1% | 0.28% | +485.4% |
| Q1 2022 | $591,000 | +29.0% | 12,537 | +36.1% | 0.05% | +33.3% |
| Q4 2021 | $458,000 | +26.9% | 9,214 | +17.7% | 0.04% | -23.4% |
| Q3 2021 | $361,000 | -25.9% | 7,829 | -24.1% | 0.05% | -6.0% |
| Q2 2021 | $487,000 | +57.1% | 10,317 | +51.9% | 0.05% | +35.1% |
| Q1 2021 | $310,000 | – | 6,793 | – | 0.04% | – |
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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% |