SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,333 | -4.6% | 1,766 | 0.0% | 0.00% | – |
| Q2 2023 | $81,042 | +292.4% | 1,766 | +275.7% | 0.00% | – |
| Q1 2023 | $20,652 | +3.4% | 470 | 0.0% | 0.00% | – |
| Q4 2022 | $19,975 | +11.0% | 470 | 0.0% | 0.00% | – |
| Q3 2022 | $18,000 | -5.3% | 470 | 0.0% | 0.00% | – |
| Q2 2022 | $19,000 | -13.6% | 470 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | -4.3% | 470 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | +4.5% | 470 | 0.0% | 0.00% | – |
| Q3 2021 | $22,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q1 2021 | $22,000 | +15.8% | 470 | 0.0% | 0.00% | – |
| Q4 2020 | $19,000 | +26.7% | 470 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | +275.0% | 470 | +174.9% | 0.00% | – |
| Q1 2020 | $4,000 | -33.3% | 171 | +0.6% | 0.00% | – |
| Q4 2019 | $6,000 | -62.5% | 170 | -63.0% | 0.00% | – |
| Q3 2019 | $16,000 | -82.6% | 459 | -83.0% | 0.00% | – |
| Q2 2019 | $92,000 | +736.4% | 2,693 | +716.1% | 0.00% | – |
| Q1 2019 | $11,000 | +10.0% | 330 | +0.3% | 0.00% | – |
| Q4 2018 | $10,000 | -16.7% | 329 | +0.3% | 0.00% | – |
| Q3 2018 | $12,000 | +9.1% | 328 | +0.3% | 0.00% | – |
| Q2 2018 | $11,000 | 0.0% | 327 | 0.0% | 0.00% | – |
| Q1 2018 | $11,000 | 0.0% | 327 | +0.3% | 0.00% | – |
| Q4 2017 | $11,000 | +10.0% | 326 | +201.9% | 0.00% | – |
| Q3 2017 | $10,000 | +100.0% | 108 | +100.0% | 0.00% | – |
| Q2 2017 | $5,000 | -70.6% | 54 | -75.1% | 0.00% | – |
| Q2 2016 | $17,000 | +6.2% | 217 | 0.0% | 0.00% | – |
| Q1 2016 | $16,000 | -5.9% | 217 | +0.5% | 0.00% | – |
| Q4 2015 | $17,000 | +6.2% | 216 | +0.9% | 0.00% | – |
| Q3 2015 | $16,000 | -59.0% | 214 | -51.7% | 0.00% | – |
| Q2 2015 | $39,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q1 2015 | $39,000 | – | 443 | – | 0.00% | – |
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% |