SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,054 | +5.4% | 11,397 | +10.4% | 0.35% | +4.8% |
| Q2 2023 | $473,539 | +17.9% | 10,319 | +12.9% | 0.33% | +13.3% |
| Q1 2023 | $401,659 | +24.2% | 9,141 | +20.1% | 0.29% | +16.2% |
| Q4 2022 | $323,471 | +8.5% | 7,611 | -1.5% | 0.25% | +3.7% |
| Q3 2022 | $298,000 | +13.7% | 7,724 | +17.0% | 0.24% | +21.4% |
| Q2 2022 | $262,000 | +309.4% | 6,602 | +377.7% | 0.20% | +402.5% |
| Q3 2021 | $64,000 | +25.5% | 1,382 | +25.8% | 0.04% | +29.0% |
| Q2 2021 | $51,000 | +121.7% | 1,099 | +110.5% | 0.03% | +106.7% |
| Q1 2021 | $23,000 | – | 522 | – | 0.02% | – |
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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% |