SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 153 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,641 | -4.6% | 1,499 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $68,789 | +4.4% | 1,499 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $65,866 | -55.4% | 1,499 | -56.9% | 0.00% | -66.7% |
| Q4 2022 | $147,730 | +154.7% | 3,476 | +131.9% | 0.00% | +200.0% |
| Q3 2022 | $58,000 | -1.7% | 1,499 | +1.6% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -16.9% | 1,476 | -1.9% | 0.00% | 0.0% |
| Q1 2022 | $71,000 | -5.3% | 1,504 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $75,000 | +8.7% | 1,504 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $69,000 | +1.5% | 1,504 | +4.2% | 0.00% | 0.0% |
| Q2 2021 | $68,000 | -99.9% | 1,444 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $132,154,000 | +227751.7% | 2,888 | +100.6% | 0.00% | 0.0% |
| Q4 2020 | $58,000 | +20.8% | 1,440 | -1.4% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +11.6% | 1,460 | +5.4% | 0.00% | 0.0% |
| Q2 2020 | $43,000 | +30.3% | 1,385 | +5.6% | 0.00% | 0.0% |
| Q1 2020 | $33,000 | -63.3% | 1,311 | -47.7% | 0.00% | -66.7% |
| Q4 2019 | $90,000 | +7.1% | 2,505 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $84,000 | -1.2% | 2,505 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $85,000 | -91.8% | 2,505 | -91.3% | 0.00% | -93.9% |
| Q3 2018 | $1,036,000 | +12.5% | 28,660 | +8.5% | 0.05% | -10.9% |
| Q2 2018 | $921,000 | +1009.6% | 26,414 | +954.5% | 0.06% | +816.7% |
| Q1 2018 | $83,000 | -4.6% | 2,505 | -4.6% | 0.01% | -14.3% |
| Q4 2017 | $87,000 | +2800.0% | 2,625 | +6462.5% | 0.01% | – |
| Q3 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | – | 40 | – | 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% |