SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $667,174 | +1.9% | 15,236 | +6.8% | 0.44% | +4.5% |
| Q2 2023 | $654,481 | +5.4% | 14,262 | +1.0% | 0.42% | +9.8% |
| Q1 2023 | $620,681 | +11.0% | 14,126 | +7.4% | 0.39% | +5.2% |
| Q4 2022 | $559,222 | +22.1% | 13,158 | +10.8% | 0.37% | +1.4% |
| Q3 2022 | $458,000 | +35.5% | 11,880 | +39.4% | 0.36% | +24.7% |
| Q2 2022 | $338,000 | -15.7% | 8,521 | +0.2% | 0.29% | -9.3% |
| Q1 2022 | $401,000 | +3.1% | 8,501 | +8.7% | 0.32% | +4.6% |
| Q4 2021 | $389,000 | – | 7,823 | – | 0.31% | – |
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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% |