SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,162,209 | -1.6% | 26,541 | +3.1% | 0.41% | +3.8% |
| Q2 2023 | $1,181,221 | +13.0% | 25,740 | +8.2% | 0.39% | +11.1% |
| Q1 2023 | $1,045,113 | +20.2% | 23,785 | +16.3% | 0.35% | +13.2% |
| Q4 2022 | $869,550 | +19.1% | 20,460 | +8.1% | 0.31% | +13.9% |
| Q3 2022 | $730,000 | -3.2% | 18,925 | -0.4% | 0.27% | +5.4% |
| Q2 2022 | $754,000 | -14.5% | 19,000 | +1.6% | 0.26% | +3.6% |
| Q1 2022 | $882,000 | -6.7% | 18,700 | -1.6% | 0.25% | -6.0% |
| Q4 2021 | $945,000 | +7.8% | 19,000 | 0.0% | 0.27% | +1.9% |
| Q3 2021 | $877,000 | -3.2% | 19,000 | -1.0% | 0.26% | -1.5% |
| Q2 2021 | $906,000 | +3.1% | 19,200 | 0.0% | 0.26% | -6.7% |
| Q1 2021 | $879,000 | +13.3% | 19,200 | 0.0% | 0.28% | +8.0% |
| Q4 2020 | $776,000 | +20.7% | 19,200 | -2.5% | 0.26% | +6.0% |
| Q3 2020 | $643,000 | 0.0% | 19,700 | -4.4% | 0.25% | -7.1% |
| Q2 2020 | $643,000 | +26.3% | 20,600 | +2.5% | 0.27% | -0.7% |
| Q1 2020 | $509,000 | -32.8% | 20,100 | -3.8% | 0.27% | -22.7% |
| Q4 2019 | $757,000 | +5.9% | 20,900 | -0.9% | 0.35% | -4.7% |
| Q3 2019 | $715,000 | -0.6% | 21,100 | 0.0% | 0.36% | -0.8% |
| Q2 2019 | $719,000 | +3.2% | 21,100 | +1.0% | 0.37% | +3.7% |
| Q1 2019 | $697,000 | +63.6% | 20,900 | +44.1% | 0.36% | +41.4% |
| Q4 2018 | $426,000 | +91.9% | 14,500 | +135.8% | 0.25% | +114.5% |
| Q3 2018 | $222,000 | – | 6,150 | – | 0.12% | – |
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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% |