SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,097,858 | -5.1% | 93,580 | -0.5% | 1.27% | -0.7% |
| Q2 2023 | $4,318,013 | +0.6% | 94,095 | -3.7% | 1.28% | -3.3% |
| Q1 2023 | $4,294,203 | +3.6% | 97,729 | +0.2% | 1.32% | -4.6% |
| Q4 2022 | $4,144,659 | +24.8% | 97,521 | +13.2% | 1.39% | -3.0% |
| Q3 2022 | $3,321,000 | +316.2% | 86,115 | +328.1% | 1.43% | +291.8% |
| Q2 2022 | $798,000 | – | 20,117 | – | 0.36% | – |
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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% |