SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $33,560,249 | -6.3% | 766,391 | -1.8% | 0.01% | 0.0% |
Q2 2023 | $35,815,643 | +13.1% | 780,468 | +8.3% | 0.01% | +11.1% |
Q1 2023 | $31,680,084 | +3.2% | 720,984 | -0.2% | 0.01% | 0.0% |
Q4 2022 | $30,708,874 | +7.7% | 722,562 | -2.3% | 0.01% | 0.0% |
Q3 2022 | $28,508,000 | -8.8% | 739,322 | -6.1% | 0.01% | -10.0% |
Q2 2022 | $31,252,000 | -50.6% | 787,406 | -41.2% | 0.01% | -37.5% |
Q1 2022 | $63,202,000 | +11.4% | 1,340,182 | +17.5% | 0.02% | +14.3% |
Q4 2021 | $56,716,000 | +93.4% | 1,140,252 | +79.5% | 0.01% | +133.3% |
Q3 2021 | $29,323,000 | -8.9% | 635,240 | -6.8% | 0.01% | -14.3% |
Q2 2021 | $32,173,000 | +5.0% | 681,480 | +1.8% | 0.01% | 0.0% |
Q1 2021 | $30,632,000 | -9.8% | 669,405 | -20.3% | 0.01% | -12.5% |
Q4 2020 | $33,950,000 | +24.0% | 840,356 | +0.1% | 0.01% | 0.0% |
Q3 2020 | $27,383,000 | +19.0% | 839,207 | +14.0% | 0.01% | +14.3% |
Q2 2020 | $23,005,000 | +525.3% | 736,168 | +406.7% | 0.01% | +600.0% |
Q1 2020 | $3,679,000 | +21.5% | 145,273 | +73.8% | 0.00% | 0.0% |
Q4 2019 | $3,029,000 | +36.7% | 83,591 | +27.9% | 0.00% | 0.0% |
Q3 2019 | $2,215,000 | +4.8% | 65,380 | +5.4% | 0.00% | 0.0% |
Q2 2019 | $2,113,000 | +13.2% | 62,019 | +10.7% | 0.00% | 0.0% |
Q1 2019 | $1,867,000 | +163.3% | 56,027 | +132.4% | 0.00% | – |
Q4 2018 | $709,000 | -13.1% | 24,111 | +6.9% | 0.00% | – |
Q3 2018 | $816,000 | +44.4% | 22,565 | +39.2% | 0.00% | – |
Q2 2018 | $565,000 | +41.2% | 16,210 | +34.4% | 0.00% | – |
Q1 2018 | $400,000 | +1190.3% | 12,057 | +1192.3% | 0.00% | – |
Q4 2017 | $31,000 | +158.3% | 933 | +640.5% | 0.00% | – |
Q3 2017 | $12,000 | 0.0% | 126 | 0.0% | 0.00% | – |
Q2 2017 | $12,000 | +9.1% | 126 | 0.0% | 0.00% | – |
Q1 2017 | $11,000 | 0.0% | 126 | +0.8% | 0.00% | – |
Q4 2016 | $11,000 | +10.0% | 125 | 0.0% | 0.00% | – |
Q3 2016 | $10,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q2 2016 | $10,000 | +11.1% | 125 | 0.0% | 0.00% | – |
Q1 2016 | $9,000 | -97.5% | 125 | -97.4% | 0.00% | – |
Q4 2015 | $367,000 | -55.5% | 4,786 | -55.4% | 0.00% | – |
Q3 2015 | $824,000 | -15.0% | 10,732 | -3.5% | 0.00% | – |
Q2 2015 | $969,000 | -50.1% | 11,117 | -50.0% | 0.00% | – |
Q1 2015 | $1,942,000 | +105.9% | 22,234 | +98.9% | 0.00% | – |
Q4 2014 | $943,000 | +1.9% | 11,181 | -0.2% | 0.00% | – |
Q3 2014 | $925,000 | -4.8% | 11,201 | +0.0% | 0.00% | – |
Q2 2014 | $972,000 | -5.3% | 11,199 | -8.2% | 0.00% | – |
Q1 2014 | $1,026,000 | +1.9% | 12,198 | +0.0% | 0.00% | – |
Q4 2013 | $1,007,000 | -6.8% | 12,193 | -5.9% | 0.00% | -100.0% |
Q3 2013 | $1,081,000 | -70.3% | 12,962 | -72.9% | 0.00% | -50.0% |
Q2 2013 | $3,643,000 | – | 47,886 | – | 0.00% | – |
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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% |