SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,707 | -17.3% | 1,272 | -13.3% | 0.01% | -20.0% |
| Q2 2023 | $67,335 | +4.8% | 1,467 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $64,245 | -44.6% | 1,462 | -40.7% | 0.01% | -44.4% |
| Q2 2021 | $116,000 | +2.7% | 2,467 | +0.2% | 0.02% | -10.0% |
| Q1 2021 | $113,000 | +32.9% | 2,461 | -5.7% | 0.02% | -33.3% |
| Q3 2020 | $85,000 | +4.9% | 2,611 | +0.2% | 0.03% | -18.9% |
| Q2 2020 | $81,000 | +9.5% | 2,607 | -11.2% | 0.04% | -17.8% |
| Q1 2020 | $74,000 | -56.0% | 2,936 | -36.8% | 0.04% | -45.1% |
| Q4 2019 | $168,000 | -12.0% | 4,649 | -17.5% | 0.08% | -18.8% |
| Q3 2019 | $191,000 | +229.3% | 5,635 | +232.1% | 0.10% | +197.1% |
| Q2 2019 | $58,000 | -64.8% | 1,697 | -65.7% | 0.03% | -63.0% |
| Q1 2019 | $165,000 | +13.8% | 4,948 | +0.1% | 0.09% | -7.1% |
| Q4 2018 | $145,000 | +19.8% | 4,943 | +48.3% | 0.10% | +43.5% |
| Q3 2018 | $121,000 | +39.1% | 3,334 | +33.7% | 0.07% | +30.2% |
| Q2 2018 | $87,000 | +866.7% | 2,493 | +840.8% | 0.05% | +783.3% |
| Q1 2018 | $9,000 | – | 265 | – | 0.01% | – |
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% |