SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $267 | -99.9% | 6,275 | +2.9% | 0.02% | +8.7% |
| Q3 2022 | $235,000 | -10.6% | 6,097 | -8.0% | 0.02% | -11.5% |
| Q2 2022 | $263,000 | -91.7% | 6,626 | -90.1% | 0.03% | -89.6% |
| Q1 2022 | $3,155,000 | +0.5% | 66,909 | +6.0% | 0.25% | +5.1% |
| Q4 2021 | $3,139,000 | +14.0% | 63,117 | +5.8% | 0.24% | +2.6% |
| Q3 2021 | $2,753,000 | +5.6% | 59,647 | +8.0% | 0.23% | +5.5% |
| Q2 2021 | $2,606,000 | +4.9% | 55,209 | +1.7% | 0.22% | -10.6% |
| Q1 2021 | $2,484,000 | +29.0% | 54,285 | +13.9% | 0.24% | +20.7% |
| Q4 2020 | $1,925,000 | +36.4% | 47,643 | +10.2% | 0.20% | +4.1% |
| Q3 2020 | $1,411,000 | +12.5% | 43,230 | +7.7% | 0.20% | +5.4% |
| Q2 2020 | $1,254,000 | +25.7% | 40,133 | +1.9% | 0.18% | -7.0% |
| Q1 2020 | $998,000 | -23.4% | 39,391 | +9.5% | 0.20% | +9.3% |
| Q4 2019 | $1,303,000 | +27.2% | 35,975 | +19.1% | 0.18% | +13.8% |
| Q3 2019 | $1,024,000 | +24.1% | 30,217 | +24.8% | 0.16% | +23.1% |
| Q2 2019 | $825,000 | -96.2% | 24,220 | +3278.0% | 0.13% | +3.2% |
| Q1 2019 | $21,515,000 | +153578.6% | 717 | +77.5% | 0.13% | +26.0% |
| Q4 2018 | $14,000 | -94.0% | 404 | +6633.3% | 0.10% | +138.1% |
| Q3 2018 | $232,000 | +19.6% | 6 | -99.9% | 0.04% | +55.6% |
| Q2 2018 | $194,000 | – | 5,554 | – | 0.03% | – |
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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% |