SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,223 | -4.7% | 8,386 | -0.1% | 0.06% | -3.3% |
| Q2 2023 | $385,201 | +3.9% | 8,394 | -0.5% | 0.06% | -3.2% |
| Q1 2023 | $370,634 | -5.6% | 8,435 | -8.7% | 0.06% | -11.3% |
| Q4 2022 | $392,743 | +7.3% | 9,241 | -2.6% | 0.07% | +9.2% |
| Q3 2022 | $366,000 | -8.3% | 9,489 | -5.6% | 0.06% | -11.0% |
| Q2 2022 | $399,000 | -10.9% | 10,057 | -1.6% | 0.07% | -14.1% |
| Q1 2022 | $448,000 | +42.2% | 10,223 | +61.2% | 0.08% | +19.7% |
| Q4 2021 | $315,000 | +2.9% | 6,340 | -4.2% | 0.07% | -13.4% |
| Q3 2021 | $306,000 | -3.5% | 6,621 | -1.4% | 0.08% | -17.2% |
| Q2 2021 | $317,000 | +10.5% | 6,713 | +10.7% | 0.10% | -17.5% |
| Q1 2021 | $287,000 | +17.1% | 6,066 | -0.0% | 0.12% | +8.1% |
| Q4 2020 | $245,000 | -2.8% | 6,068 | -20.3% | 0.11% | -19.6% |
| Q3 2020 | $252,000 | -15.4% | 7,617 | -20.6% | 0.14% | -26.2% |
| Q2 2020 | $298,000 | -82.6% | 9,592 | -86.6% | 0.19% | -83.8% |
| Q1 2020 | $1,712,000 | -52.7% | 71,795 | -28.1% | 1.15% | -45.1% |
| Q4 2019 | $3,616,000 | +19.1% | 99,803 | +9.3% | 2.10% | +3.4% |
| Q3 2019 | $3,037,000 | +6.9% | 91,323 | +9.9% | 2.03% | +4.2% |
| Q2 2019 | $2,840,000 | +43.9% | 83,082 | +42.2% | 1.95% | +32.2% |
| Q1 2019 | $1,974,000 | -18.0% | 58,432 | -28.6% | 1.48% | -16.6% |
| Q4 2018 | $2,408,000 | -23.7% | 81,855 | -7.1% | 1.77% | -15.8% |
| Q3 2018 | $3,158,000 | +34.7% | 88,155 | +31.2% | 2.10% | +22.3% |
| Q2 2018 | $2,344,000 | +54.3% | 67,209 | +46.7% | 1.72% | +35.0% |
| Q1 2018 | $1,519,000 | – | 45,822 | – | 1.27% | – |
Download | ||||||
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% |