SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,588,555 | -5.3% | 1,680,488 | -0.8% | 8.13% | -5.3% |
| Q2 2023 | $77,706,051 | +7.0% | 1,693,311 | +2.4% | 8.58% | -6.2% |
| Q1 2023 | $72,624,878 | +10.2% | 1,652,819 | +6.5% | 9.16% | -12.7% |
| Q4 2022 | $65,931,295 | +908.4% | 1,551,325 | +814.9% | 10.49% | +593.5% |
| Q3 2022 | $6,538,000 | – | 169,556 | – | 1.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 693,518 | $33,788,202 | 8.88% |
| CGN Advisors LLC | 365,474 | $17,805,901 | 2.47% |
| ST GERMAIN D J CO INC | 258,628 | $12,600,356 | 0.66% |
| CHEMUNG CANAL TRUST CO | 60,994 | $2,971,628 | 0.61% |
| Compass Wealth Management LLC | 32,660 | $1,591,196 | 0.44% |
| Curbstone Financial Management Corp | 14,400 | $701,568 | 0.16% |
| Pure Financial Advisors, LLC | 73,731 | $3,592,193 | 0.12% |
| WealthPLAN Partners, LLC | 22,036 | $1,073,594 | 0.11% |
| Apella Capital, LLC | 6,418 | $304,141 | 0.02% |
| M&R CAPITAL MANAGEMENT INC | 791 | $38,546 | 0.01% |