SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,290 | -4.6% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,071 | +4.4% | 372 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $16,346 | +3.4% | 372 | 0.0% | 0.01% | +50.0% |
| Q4 2022 | $15,810 | +10.2% | 372 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $14,344 | -2.9% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $14,765 | -15.8% | 372 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,544 | -5.2% | 372 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $18,503 | +7.8% | 372 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $17,172 | -2.2% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $17,562 | +3.2% | 372 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $17,023 | +13.3% | 372 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $15,029 | +23.8% | 372 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,138 | +4.4% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,625 | +23.4% | 372 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,423 | -30.1% | 372 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $13,478 | +6.9% | 372 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $12,607 | -0.5% | 372 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,674 | +2.2% | 372 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,399 | +13.3% | 372 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,944 | -18.6% | 372 | 0.0% | 0.01% | -22.2% |
| Q3 2018 | $13,448 | – | 372 | – | 0.01% | – |
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% |