SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,233,153 | -3.7% | 28,160 | +0.9% | 0.14% | -2.8% |
| Q2 2023 | $1,280,334 | +2.3% | 27,900 | -2.0% | 0.14% | -3.4% |
| Q1 2023 | $1,251,269 | -1.4% | 28,477 | -4.6% | 0.15% | -6.9% |
| Q4 2022 | $1,268,833 | +7.6% | 29,855 | -2.3% | 0.16% | -1.2% |
| Q3 2022 | $1,179,000 | -0.6% | 30,564 | +2.3% | 0.16% | +1.9% |
| Q2 2022 | $1,186,000 | -9.4% | 29,891 | +7.7% | 0.16% | +1.3% |
| Q1 2022 | $1,309,000 | +15.6% | 27,763 | +22.0% | 0.16% | +15.6% |
| Q4 2021 | $1,132,000 | +7.9% | 22,759 | +0.1% | 0.14% | +1.5% |
| Q3 2021 | $1,049,000 | +3.5% | 22,727 | +5.8% | 0.13% | -0.7% |
| Q2 2021 | $1,014,000 | +14.8% | 21,474 | +11.3% | 0.13% | +3.1% |
| Q1 2021 | $883,000 | – | 19,300 | – | 0.13% | – |
Download | ||||||
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% |