SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,652,005 | -9.7% | 151,907 | -5.4% | 0.14% | -11.7% |
| Q2 2023 | $7,370,260 | -1.3% | 160,607 | -5.5% | 0.16% | -6.9% |
| Q1 2023 | $7,466,401 | -1.5% | 169,923 | -4.7% | 0.18% | -20.5% |
| Q4 2022 | $7,578,058 | -2.6% | 178,307 | -11.7% | 0.22% | -23.9% |
| Q3 2022 | $7,784,000 | -1.3% | 201,856 | +1.6% | 0.29% | -14.5% |
| Q2 2022 | $7,883,000 | -23.8% | 198,602 | -9.4% | 0.34% | -13.6% |
| Q1 2022 | $10,339,000 | -6.1% | 219,241 | -1.0% | 0.39% | +0.3% |
| Q4 2021 | $11,010,000 | +1.8% | 221,357 | -5.5% | 0.39% | -9.1% |
| Q3 2021 | $10,818,000 | -2.7% | 234,356 | -0.5% | 0.43% | -6.3% |
| Q2 2021 | $11,117,000 | -1.0% | 235,489 | -4.0% | 0.46% | -12.8% |
| Q1 2021 | $11,227,000 | +8.9% | 245,343 | -3.9% | 0.52% | -2.2% |
| Q4 2020 | $10,309,000 | +20.4% | 255,177 | -2.8% | 0.54% | -9.3% |
| Q3 2020 | $8,565,000 | +3.5% | 262,487 | -0.9% | 0.59% | -0.7% |
| Q2 2020 | $8,278,000 | +28.8% | 264,892 | +4.4% | 0.60% | +4.7% |
| Q1 2020 | $6,425,000 | +136.1% | 253,657 | +237.7% | 0.57% | +165.9% |
| Q4 2019 | $2,721,000 | +5.5% | 75,115 | -1.3% | 0.21% | -7.4% |
| Q3 2019 | $2,579,000 | -50.1% | 76,108 | -49.9% | 0.23% | -42.2% |
| Q2 2019 | $5,172,000 | +98.1% | 151,810 | +93.8% | 0.40% | +4.7% |
| Q1 2019 | $2,611,000 | +13.1% | 78,347 | -0.2% | 0.38% | -1.8% |
| Q4 2018 | $2,309,000 | +8146.4% | 78,500 | +9749.4% | 0.39% | +6383.3% |
| Q2 2018 | $28,000 | +600.0% | 797 | +644.9% | 0.01% | +500.0% |
| Q1 2018 | $4,000 | – | 107 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |