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 | $710,712 | -29.7% | 16,230 | -26.3% | 0.01% | -26.7% |
| Q2 2023 | $1,010,865 | +4.4% | 22,028 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $967,910 | +3.4% | 22,028 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $936,190 | +10.3% | 22,028 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $849,000 | -2.9% | 22,028 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $874,000 | -15.9% | 22,028 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,039,000 | +24.9% | 22,028 | +31.7% | 0.01% | +40.0% |
| Q4 2021 | $832,000 | +7.8% | 16,730 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $772,000 | -2.3% | 16,730 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $790,000 | -2.6% | 16,730 | -5.6% | 0.01% | -15.4% |
| Q1 2021 | $811,000 | +23.6% | 17,730 | +9.2% | 0.01% | +18.2% |
| Q4 2020 | $656,000 | +23.8% | 16,230 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $530,000 | +4.5% | 16,230 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $507,000 | +23.4% | 16,230 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $411,000 | – | 16,230 | – | 0.01% | – |
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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% |