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 | $14,992,448 | -21.4% | 342,372 | -17.6% | 7.57% | -16.6% |
| Q2 2023 | $19,077,247 | +6.5% | 415,717 | +1.9% | 9.08% | -3.1% |
| Q1 2023 | $17,917,829 | +9.7% | 407,779 | +6.1% | 9.37% | +3.8% |
| Q4 2022 | $16,333,793 | +93.6% | 384,325 | +75.7% | 9.02% | +79.6% |
| Q3 2022 | $8,436,000 | +392.5% | 218,775 | +406.8% | 5.02% | +426.6% |
| Q2 2022 | $1,713,000 | +147.9% | 43,171 | +194.5% | 0.95% | +169.5% |
| Q1 2022 | $691,000 | -3.9% | 14,657 | +1.3% | 0.35% | +1.4% |
| Q4 2021 | $719,000 | +10.6% | 14,465 | +2.7% | 0.35% | +3.3% |
| Q3 2021 | $650,000 | -35.5% | 14,084 | -34.0% | 0.34% | -32.9% |
| Q2 2021 | $1,007,000 | -6.2% | 21,334 | -9.0% | 0.50% | -10.3% |
| Q1 2021 | $1,073,000 | +9.4% | 23,444 | -3.4% | 0.56% | +0.9% |
| Q4 2020 | $981,000 | +25.3% | 24,276 | +1.1% | 0.56% | +10.7% |
| Q3 2020 | $783,000 | +3.0% | 24,006 | -1.3% | 0.50% | -3.6% |
| Q2 2020 | $760,000 | +25.8% | 24,324 | +1.9% | 0.52% | +7.6% |
| Q1 2020 | $604,000 | +7.3% | 23,865 | +44.3% | 0.48% | +9.7% |
| Q2 2019 | $563,000 | +2.7% | 16,537 | +3.5% | 0.44% | +0.7% |
| Q1 2019 | $548,000 | +134.2% | 15,977 | +101.2% | 0.44% | +96.9% |
| Q4 2018 | $234,000 | – | 7,942 | – | 0.22% | – |
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% |