SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,543,866 | +5.8% | 195,110 | +10.8% | 0.72% | +4.8% |
| Q2 2023 | $8,078,800 | +19.7% | 176,047 | +14.6% | 0.69% | +9.7% |
| Q1 2023 | $6,748,402 | +4.1% | 153,582 | +0.7% | 0.63% | -5.1% |
| Q4 2022 | $6,480,890 | -42.0% | 152,491 | -47.4% | 0.66% | +3.6% |
| Q3 2022 | $11,165,000 | +23.3% | 289,703 | +27.1% | 0.64% | +22.9% |
| Q2 2022 | $9,055,000 | -11.3% | 227,922 | +5.3% | 0.52% | +5.1% |
| Q1 2022 | $10,208,000 | +108.5% | 216,462 | +119.8% | 0.50% | +2.5% |
| Q4 2021 | $4,897,000 | +32.8% | 98,476 | +25.8% | 0.48% | +27.4% |
| Q2 2021 | $3,687,000 | +92.9% | 78,289 | +87.5% | 0.38% | +47.5% |
| Q1 2021 | $1,911,000 | +115.7% | 41,752 | +90.4% | 0.26% | +97.7% |
| Q4 2020 | $886,000 | +81.9% | 21,925 | +46.9% | 0.13% | +62.5% |
| Q3 2020 | $487,000 | – | 14,923 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | 1,242,075 | $42,317,000 | 12.82% |
| WALLER FINANCIAL PLANNING GROUP, INC | 489,111 | $16,591,000 | 9.23% |
| Peterson Wealth Advisors, LLC | 323,041 | $11,006,000 | 6.97% |
| Clear Creek Financial Management, LLC | 475,241 | $16,191,000 | 6.93% |
| Winch Advisory Services, LLC | 291,201 | $9,921,000 | 5.17% |
| Advisory Alpha, LLC | 454,896 | $15,398,000 | 5.14% |
| NICOLET ADVISORY SERVICES, LLC | 943,207 | $32,135,000 | 4.91% |
| ERn Financial, LLC | 174,620 | $5,949,000 | 4.48% |
| TPG Financial Advisors, LLC | 110,193 | $3,780,000 | 3.46% |
| STRINGER ASSET MANAGEMENT, LLC | 80,047 | $2,727,000 | 3.02% |