SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 25 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $482 | -38.2% | 11 | -35.3% | 0.00% | – |
| Q2 2023 | $780 | +48.0% | 17 | +41.7% | 0.00% | – |
| Q1 2023 | $527 | +55.0% | 12 | +50.0% | 0.00% | – |
| Q4 2022 | $340 | -88.7% | 8 | -89.3% | 0.00% | – |
| Q3 2022 | $3,000 | -84.2% | 75 | -84.3% | 0.00% | – |
| Q2 2022 | $19,000 | -80.6% | 477 | -76.9% | 0.00% | – |
| Q1 2022 | $98,000 | +512.5% | 2,069 | +527.0% | 0.00% | – |
| Q2 2021 | $16,000 | -33.3% | 330 | -36.3% | 0.00% | – |
| Q1 2021 | $24,000 | +20.0% | 518 | +3.8% | 0.00% | – |
| Q4 2020 | $20,000 | +81.8% | 499 | +51.2% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 330 | -7.8% | 0.00% | – |
| Q2 2020 | $11,000 | +37.5% | 358 | +8.5% | 0.00% | – |
| Q1 2020 | $8,000 | -99.8% | 330 | -99.7% | 0.00% | -100.0% |
| Q4 2019 | $3,635,000 | +32945.5% | 100,330 | +30303.0% | 0.00% | – |
| Q3 2019 | $11,000 | 0.0% | 330 | 0.0% | 0.00% | – |
| Q2 2019 | $11,000 | 0.0% | 330 | 0.0% | 0.00% | – |
| Q1 2019 | $11,000 | +10.0% | 330 | 0.0% | 0.00% | – |
| Q4 2018 | $10,000 | -16.7% | 330 | 0.0% | 0.00% | – |
| Q3 2018 | $12,000 | 0.0% | 330 | 0.0% | 0.00% | – |
| Q2 2018 | $12,000 | +9.1% | 330 | 0.0% | 0.00% | – |
| Q1 2018 | $11,000 | -65.6% | 330 | -65.9% | 0.00% | – |
| Q4 2017 | $32,000 | +3.2% | 969 | +200.0% | 0.00% | – |
| Q3 2017 | $31,000 | +93.8% | 323 | +90.0% | 0.00% | – |
| Q2 2017 | $16,000 | +14.3% | 170 | +13.3% | 0.00% | – |
| Q1 2017 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | – |
| Q4 2016 | $13,000 | +62.5% | 150 | +50.0% | 0.00% | – |
| Q3 2016 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2016 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2016 | $8,000 | -27.3% | 100 | -28.1% | 0.00% | – |
| Q4 2015 | $11,000 | +37.5% | 139 | +39.0% | 0.00% | – |
| Q3 2015 | $8,000 | -46.7% | 100 | -41.5% | 0.00% | – |
| Q2 2015 | $15,000 | -28.6% | 171 | -27.2% | 0.00% | – |
| Q1 2015 | $21,000 | +16.7% | 235 | +10.8% | 0.00% | – |
| Q4 2014 | $18,000 | -10.0% | 212 | -12.4% | 0.00% | – |
| Q3 2014 | $20,000 | -31.0% | 242 | -27.1% | 0.00% | – |
| Q2 2014 | $29,000 | +3.6% | 332 | 0.0% | 0.00% | – |
| Q1 2014 | $28,000 | +3.7% | 332 | 0.0% | 0.00% | – |
| Q4 2013 | $27,000 | -3.6% | 332 | 0.0% | 0.00% | – |
| Q3 2013 | $28,000 | +100.0% | 332 | +74.7% | 0.00% | – |
| Q2 2013 | $14,000 | – | 190 | – | 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% |