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 | $169,883 | -6.4% | 3,880 | -1.9% | 0.02% | -4.8% |
| Q2 2023 | $181,472 | -3.8% | 3,955 | -7.9% | 0.02% | -16.0% |
| Q1 2023 | $188,700 | +1.9% | 4,295 | -1.5% | 0.02% | -7.4% |
| Q4 2022 | $185,258 | +10.3% | 4,359 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $168,000 | -7.2% | 4,359 | -4.2% | 0.03% | -10.0% |
| Q2 2022 | $181,000 | -18.8% | 4,549 | -3.9% | 0.03% | -11.8% |
| Q1 2022 | $223,000 | -1.3% | 4,732 | +3.9% | 0.03% | 0.0% |
| Q4 2021 | $226,000 | +17.7% | 4,553 | +9.6% | 0.03% | +6.2% |
| Q3 2021 | $192,000 | -1.5% | 4,154 | +0.3% | 0.03% | -5.9% |
| Q2 2021 | $195,000 | -6.7% | 4,140 | -9.5% | 0.03% | -17.1% |
| Q1 2021 | $209,000 | +53.7% | 4,575 | +36.0% | 0.04% | +41.4% |
| Q4 2020 | $136,000 | +28.3% | 3,364 | +3.7% | 0.03% | +11.5% |
| Q3 2020 | $106,000 | +2020.0% | 3,245 | +2049.0% | 0.03% | +1200.0% |
| Q2 2020 | $5,000 | +150.0% | 151 | +75.6% | 0.00% | +100.0% |
| Q1 2020 | $2,000 | -81.8% | 86 | -71.3% | 0.00% | -80.0% |
| Q4 2019 | $11,000 | – | 300 | – | 0.01% | – |
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% |