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 | $2,824,420 | -4.0% | 64,499 | +0.7% | 1.48% | -0.4% |
| Q2 2023 | $2,940,640 | +5.1% | 64,080 | +0.7% | 1.49% | +0.7% |
| Q1 2023 | $2,796,790 | +2.1% | 63,650 | -1.2% | 1.48% | -5.5% |
| Q4 2022 | $2,738,879 | +11.6% | 64,444 | +1.2% | 1.56% | +3.4% |
| Q3 2022 | $2,455,000 | -2.3% | 63,664 | +0.6% | 1.51% | -0.5% |
| Q2 2022 | $2,513,000 | -13.5% | 63,305 | +2.8% | 1.52% | -4.5% |
| Q1 2022 | $2,904,000 | -3.4% | 61,572 | +1.9% | 1.59% | -2.5% |
| Q4 2021 | $3,006,000 | +8.3% | 60,435 | +0.5% | 1.63% | +0.2% |
| Q3 2021 | $2,775,000 | +0.7% | 60,121 | +3.0% | 1.63% | +0.1% |
| Q2 2021 | $2,756,000 | +1.2% | 58,373 | -1.9% | 1.63% | -4.1% |
| Q1 2021 | $2,722,000 | +9.0% | 59,478 | -3.8% | 1.70% | +1.3% |
| Q4 2020 | $2,498,000 | +20.4% | 61,830 | -2.7% | 1.67% | +5.7% |
| Q3 2020 | $2,075,000 | -0.7% | 63,577 | -4.9% | 1.58% | -11.8% |
| Q2 2020 | $2,090,000 | +13.8% | 66,876 | -7.8% | 1.79% | -4.4% |
| Q1 2020 | $1,836,000 | -27.7% | 72,496 | +3.4% | 1.88% | -1.6% |
| Q4 2019 | $2,539,000 | +7.2% | 70,083 | +0.2% | 1.91% | -2.4% |
| Q3 2019 | $2,369,000 | +2.7% | 69,914 | +3.2% | 1.95% | +0.1% |
| Q2 2019 | $2,307,000 | +5.4% | 67,720 | +3.2% | 1.95% | +1.7% |
| Q1 2019 | $2,188,000 | +48.1% | 65,635 | +30.7% | 1.92% | +26.2% |
| Q4 2018 | $1,477,000 | +31.6% | 50,211 | +61.8% | 1.52% | +53.5% |
| Q3 2018 | $1,122,000 | +15.9% | 31,035 | +11.9% | 0.99% | +4.8% |
| Q2 2018 | $968,000 | +20.0% | 27,745 | +14.0% | 0.95% | +12.0% |
| Q1 2018 | $807,000 | – | 24,333 | – | 0.84% | – |
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% |