SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,960,995 | -50.1% | 44,782 | -47.7% | 0.01% | -50.0% |
| Q2 2023 | $3,926,088 | +41.1% | 85,554 | +35.1% | 0.02% | +33.3% |
| Q1 2023 | $2,783,066 | +16.4% | 63,338 | +12.6% | 0.02% | +5.9% |
| Q4 2022 | $2,391,265 | +0.9% | 56,265 | -8.5% | 0.02% | -10.5% |
| Q3 2022 | $2,371,000 | +0.7% | 61,486 | +3.6% | 0.02% | 0.0% |
| Q2 2022 | $2,355,000 | -82.7% | 59,326 | -79.5% | 0.02% | -79.6% |
| Q1 2022 | $13,624,000 | -17.3% | 288,890 | -12.7% | 0.09% | -19.1% |
| Q4 2021 | $16,466,000 | +156.8% | 331,037 | +138.4% | 0.12% | +117.0% |
| Q3 2021 | $6,411,000 | +10.0% | 138,884 | +12.5% | 0.05% | +3.9% |
| Q2 2021 | $5,828,000 | +9.0% | 123,449 | +5.7% | 0.05% | -5.6% |
| Q1 2021 | $5,346,000 | +280.2% | 116,837 | +235.6% | 0.05% | +237.5% |
| Q4 2020 | $1,406,000 | +120.7% | 34,812 | +78.4% | 0.02% | +77.8% |
| Q3 2020 | $637,000 | -37.8% | 19,509 | -40.5% | 0.01% | -43.8% |
| Q2 2020 | $1,024,000 | +0.2% | 32,769 | -18.8% | 0.02% | -30.4% |
| Q1 2020 | $1,022,000 | -29.6% | 40,350 | +0.7% | 0.02% | -25.8% |
| Q4 2019 | $1,451,000 | +49.9% | 40,051 | +40.2% | 0.03% | +10.7% |
| Q3 2019 | $968,000 | +4.5% | 28,565 | +11.5% | 0.03% | -45.1% |
| Q3 2018 | $926,000 | -56.9% | 25,620 | -58.4% | 0.05% | -65.1% |
| Q2 2018 | $2,148,000 | +48.9% | 61,585 | +41.5% | 0.15% | +31.5% |
| Q1 2018 | $1,443,000 | +189.8% | 43,517 | +191.3% | 0.11% | +152.3% |
| Q4 2017 | $498,000 | – | 14,937 | – | 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% |