SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,665 | -6.6% | 11,616 | -2.1% | 0.11% | -3.5% |
| Q2 2023 | $544,485 | +2.7% | 11,865 | -1.7% | 0.11% | -2.6% |
| Q1 2023 | $530,224 | +5.2% | 12,067 | +1.7% | 0.12% | +1.7% |
| Q4 2022 | $504,178 | +33.7% | 11,863 | +21.2% | 0.12% | +19.8% |
| Q3 2022 | $377,000 | -9.2% | 9,786 | -6.5% | 0.10% | -5.0% |
| Q2 2022 | $415,000 | -24.3% | 10,465 | -10.0% | 0.10% | -16.5% |
| Q1 2022 | $548,000 | +2.0% | 11,626 | +7.7% | 0.12% | +0.8% |
| Q4 2021 | $537,000 | +14.5% | 10,794 | +6.3% | 0.12% | 0.0% |
| Q3 2021 | $469,000 | -3.7% | 10,158 | -1.6% | 0.12% | -30.6% |
| Q2 2021 | $487,000 | -9.1% | 10,324 | -11.9% | 0.17% | -16.4% |
| Q1 2021 | $536,000 | -2.9% | 11,716 | -14.2% | 0.21% | -8.8% |
| Q4 2020 | $552,000 | -20.0% | 13,662 | -35.4% | 0.23% | -29.7% |
| Q3 2020 | $690,000 | +2.8% | 21,160 | -1.4% | 0.32% | -5.0% |
| Q2 2020 | $671,000 | -69.5% | 21,459 | -75.3% | 0.34% | -76.5% |
| Q1 2020 | $2,199,000 | -68.9% | 86,817 | -55.4% | 1.45% | -64.7% |
| Q4 2019 | $7,060,000 | +11.4% | 194,869 | +4.2% | 4.10% | -9.3% |
| Q3 2019 | $6,339,000 | +6.6% | 187,045 | +7.1% | 4.52% | +1.0% |
| Q2 2019 | $5,949,000 | +1.9% | 174,620 | +2.4% | 4.48% | +27.2% |
| Q1 2019 | $5,840,000 | +190.7% | 170,507 | +149.7% | 3.52% | +95.3% |
| Q4 2018 | $2,009,000 | – | 68,293 | – | 1.80% | – |
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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% |