SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 182 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219,562 | -1.1% | 5,014 | +3.6% | 0.00% | – |
| Q2 2023 | $222,106 | -53.4% | 4,840 | -55.4% | 0.00% | – |
| Q1 2023 | $476,394 | +135.0% | 10,842 | +127.3% | 0.00% | – |
| Q4 2022 | $202,683 | +10.2% | 4,769 | -0.3% | 0.00% | – |
| Q3 2022 | $184,000 | -27.6% | 4,782 | -25.4% | 0.00% | – |
| Q2 2022 | $254,000 | +16.0% | 6,413 | +37.8% | 0.00% | – |
| Q1 2022 | $219,000 | +19.7% | 4,653 | +26.7% | 0.00% | – |
| Q4 2021 | $183,000 | +48.8% | 3,672 | +38.4% | 0.00% | – |
| Q3 2021 | $123,000 | +251.4% | 2,654 | +257.2% | 0.00% | – |
| Q2 2021 | $35,000 | +9.4% | 743 | +6.9% | 0.00% | – |
| Q1 2021 | $32,000 | +28.0% | 695 | +11.6% | 0.00% | – |
| Q4 2020 | $25,000 | -82.8% | 623 | -86.0% | 0.00% | – |
| Q3 2020 | $145,000 | +13.3% | 4,453 | +8.9% | 0.00% | – |
| Q2 2020 | $128,000 | – | 4,088 | +20340.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 20 | -98.1% | 0.00% | – |
| Q4 2019 | $39,000 | +18.2% | 1,065 | +10.2% | 0.00% | – |
| Q3 2019 | $33,000 | +1550.0% | 966 | +1794.1% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 51 | +2.0% | 0.00% | – |
| Q1 2019 | $2,000 | – | 50 | +900.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 5 | -99.2% | 0.00% | – |
| Q3 2018 | $22,000 | – | 598 | – | 0.00% | – |
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% |