SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,039 | +95522.0% | 3,472 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $159 | +3.9% | 3,472 | 0.0% | 0.07% | -2.7% |
| Q1 2023 | $153 | +3.4% | 3,472 | 0.0% | 0.07% | -3.9% |
| Q4 2022 | $148 | -99.9% | 3,472 | 0.0% | 0.08% | +10.1% |
| Q3 2022 | $134,000 | -2.9% | 3,472 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $138,000 | -17.4% | 3,472 | -2.0% | 0.07% | +1.5% |
| Q1 2022 | $167,000 | -5.1% | 3,544 | 0.0% | 0.07% | +1.5% |
| Q4 2021 | $176,000 | +7.3% | 3,544 | 0.0% | 0.07% | -4.3% |
| Q3 2021 | $164,000 | 0.0% | 3,544 | 0.0% | 0.07% | +3.0% |
| Q2 2021 | $164,000 | +1.2% | 3,544 | 0.0% | 0.07% | -14.1% |
| Q1 2021 | $162,000 | +20.0% | 3,544 | +6.0% | 0.08% | +13.0% |
| Q4 2020 | $135,000 | +3.8% | 3,344 | 0.0% | 0.07% | 0.0% |
| Q3 2020 | $130,000 | +22.6% | 3,344 | -1.2% | 0.07% | +4.5% |
| Q2 2020 | $106,000 | +19.1% | 3,384 | +9.7% | 0.07% | +10.0% |
| Q1 2020 | $89,000 | -20.5% | 3,084 | 0.0% | 0.06% | -17.8% |
| Q4 2019 | $112,000 | +6.7% | 3,084 | 0.0% | 0.07% | -2.7% |
| Q3 2019 | $105,000 | 0.0% | 3,084 | 0.0% | 0.08% | -1.3% |
| Q2 2019 | $105,000 | +1.9% | 3,084 | 0.0% | 0.08% | -5.0% |
| Q1 2019 | $103,000 | +14.4% | 3,084 | +0.3% | 0.08% | +2.6% |
| Q4 2018 | $90,000 | -10.0% | 3,075 | -2.3% | 0.08% | +11.4% |
| Q3 2018 | $100,000 | -2.9% | 3,147 | +8.6% | 0.07% | +6.1% |
| Q2 2018 | $103,000 | +7.3% | 2,898 | 0.0% | 0.07% | -1.5% |
| Q1 2018 | $96,000 | 0.0% | 2,898 | +0.6% | 0.07% | -11.8% |
| Q4 2017 | $96,000 | – | 2,880 | – | 0.08% | – |
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% |