SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,442,253 | -4.8% | 431,600 | +2.2% | 0.93% | -1.9% |
| Q2 2023 | $19,379,773 | +8.1% | 422,309 | +1.2% | 0.95% | -0.6% |
| Q1 2023 | $17,933,023 | +143.8% | 417,435 | +141.2% | 0.95% | +88.7% |
| Q4 2022 | $7,355,251 | +43.2% | 173,065 | +43.5% | 0.50% | +29.8% |
| Q3 2022 | $5,137,000 | +36.3% | 120,605 | +27.0% | 0.39% | +28.4% |
| Q2 2022 | $3,769,000 | -8.2% | 94,970 | -3.4% | 0.30% | -6.2% |
| Q1 2022 | $4,106,000 | +444.6% | 98,268 | +501.4% | 0.32% | +330.7% |
| Q3 2021 | $754,000 | -5.6% | 16,340 | -3.5% | 0.08% | -8.5% |
| Q2 2021 | $799,000 | +152.8% | 16,931 | +145.2% | 0.08% | +121.6% |
| Q1 2021 | $316,000 | +28.5% | 6,904 | +13.3% | 0.04% | +19.4% |
| Q4 2020 | $246,000 | +2.9% | 6,096 | -16.9% | 0.03% | -11.4% |
| Q3 2020 | $239,000 | +10.6% | 7,337 | +6.1% | 0.04% | +2.9% |
| Q2 2020 | $216,000 | +38.5% | 6,917 | +12.2% | 0.03% | +13.3% |
| Q1 2020 | $156,000 | -14.8% | 6,163 | +21.8% | 0.03% | +7.1% |
| Q4 2019 | $183,000 | +51.2% | 5,059 | +41.8% | 0.03% | +40.0% |
| Q3 2019 | $121,000 | +236.1% | 3,568 | +241.4% | 0.02% | +185.7% |
| Q2 2019 | $36,000 | +176.9% | 1,045 | +172.8% | 0.01% | +133.3% |
| Q1 2019 | $13,000 | -96.9% | 383 | -97.3% | 0.00% | -97.2% |
| Q4 2018 | $423,000 | -18.2% | 14,382 | +0.5% | 0.11% | -7.7% |
| Q3 2018 | $517,000 | +5.1% | 14,305 | +1.4% | 0.12% | -5.6% |
| Q2 2018 | $492,000 | +4.0% | 14,113 | -1.0% | 0.12% | -4.6% |
| Q1 2018 | $473,000 | +539.2% | 14,261 | +540.7% | 0.13% | +550.0% |
| Q4 2017 | $74,000 | +1133.3% | 2,226 | +3549.2% | 0.02% | +900.0% |
| Q3 2017 | $6,000 | – | 61 | – | 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% |