SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $597,202 | -5.0% | 13,637 | -0.5% | 0.01% | -20.0% |
| Q2 2023 | $628,766 | +7.5% | 13,701 | +2.9% | 0.02% | +7.1% |
| Q1 2023 | $584,853 | -1.2% | 13,310 | -4.5% | 0.01% | -6.7% |
| Q4 2022 | $592,025 | +3.0% | 13,930 | -6.6% | 0.02% | -6.2% |
| Q3 2022 | $575,000 | +7.5% | 14,922 | +10.7% | 0.02% | +14.3% |
| Q2 2022 | $535,000 | -48.4% | 13,479 | -38.7% | 0.01% | -39.1% |
| Q1 2022 | $1,037,000 | -71.6% | 21,998 | -70.0% | 0.02% | -68.5% |
| Q4 2021 | $3,653,000 | – | 73,444 | – | 0.07% | – |
Download | ||||||
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% |