SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,244,894 | -4.8% | 51,265 | -0.3% | 0.97% | -4.2% |
| Q2 2023 | $2,358,654 | +20.3% | 51,398 | +15.2% | 1.01% | +14.6% |
| Q1 2023 | $1,960,779 | +9.4% | 44,624 | +5.8% | 0.88% | +3.6% |
| Q4 2022 | $1,792,225 | +15.3% | 42,170 | +4.6% | 0.85% | +3.6% |
| Q3 2022 | $1,554,000 | +2.8% | 40,299 | +5.8% | 0.82% | +6.6% |
| Q2 2022 | $1,512,000 | +3.3% | 38,102 | +22.7% | 0.77% | +16.2% |
| Q1 2022 | $1,464,000 | -3.8% | 31,045 | +1.5% | 0.66% | -1.0% |
| Q4 2021 | $1,522,000 | +4.1% | 30,598 | +2.3% | 0.67% | +1.4% |
| Q3 2021 | $1,462,000 | +9.3% | 29,909 | +5.6% | 0.66% | -2.5% |
| Q2 2021 | $1,338,000 | +11.4% | 28,331 | +7.9% | 0.68% | +4.0% |
| Q1 2021 | $1,201,000 | +10.4% | 26,256 | -2.5% | 0.65% | +0.3% |
| Q4 2020 | $1,088,000 | +21.0% | 26,927 | -2.3% | 0.65% | +4.3% |
| Q3 2020 | $899,000 | +8.2% | 27,563 | +3.7% | 0.62% | -0.3% |
| Q2 2020 | $831,000 | +31.3% | 26,582 | +6.4% | 0.63% | +9.6% |
| Q1 2020 | $633,000 | +0.2% | 24,994 | +43.2% | 0.57% | +19.4% |
| Q4 2019 | $632,000 | – | 17,457 | – | 0.48% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 693,518 | $33,788,202 | 8.88% |
| CGN Advisors LLC | 365,474 | $17,805,901 | 2.47% |
| ST GERMAIN D J CO INC | 258,628 | $12,600,356 | 0.66% |
| CHEMUNG CANAL TRUST CO | 60,994 | $2,971,628 | 0.61% |
| Compass Wealth Management LLC | 32,660 | $1,591,196 | 0.44% |
| Curbstone Financial Management Corp | 14,400 | $701,568 | 0.16% |
| Pure Financial Advisors, LLC | 73,731 | $3,592,193 | 0.12% |
| WealthPLAN Partners, LLC | 22,036 | $1,073,594 | 0.11% |
| Apella Capital, LLC | 6,418 | $304,141 | 0.02% |
| M&R CAPITAL MANAGEMENT INC | 791 | $38,546 | 0.01% |