SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. 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% | – |
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% |