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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $39,265 | +35.8% | 856 | +30.1% | 0.02% | +13.3% |
| Q1 2023 | $28,924 | +195.8% | 658 | +186.1% | 0.02% | +200.0% |
| Q4 2022 | $9,779 | +8.7% | 230 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $9,000 | -10.0% | 230 | -9.4% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -23.1% | 254 | -10.6% | 0.01% | -25.0% |
| Q1 2022 | $13,000 | -13.3% | 284 | -6.3% | 0.01% | -11.1% |
| Q4 2021 | $15,000 | -16.7% | 303 | -21.5% | 0.01% | -30.8% |
| Q2 2021 | $18,000 | +100.0% | 386 | +95.9% | 0.01% | +62.5% |
| Q1 2021 | $9,000 | +12.5% | 197 | +0.5% | 0.01% | +14.3% |
| Q4 2020 | $8,000 | +33.3% | 196 | +0.5% | 0.01% | +16.7% |
| Q3 2020 | $6,000 | – | 195 | – | 0.01% | – |
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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% |