SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 21 filers reported holding SPDR SER TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $115,308,844 | -1.3% | 2,633,222 | +3.5% | 0.01% | 0.0% |
Q2 2023 | $116,807,640 | +144.1% | 2,545,381 | +133.7% | 0.01% | +140.0% |
Q1 2023 | $47,859,479 | +11.8% | 1,089,200 | +8.1% | 0.01% | 0.0% |
Q4 2022 | $42,808,701 | -3.1% | 1,007,263 | -12.0% | 0.01% | -16.7% |
Q3 2022 | $44,159,000 | +3.1% | 1,145,200 | +6.1% | 0.01% | 0.0% |
Q2 2022 | $42,842,000 | -3.6% | 1,079,390 | +14.5% | 0.01% | 0.0% |
Q1 2022 | $44,457,000 | -2.1% | 942,689 | +3.3% | 0.01% | 0.0% |
Q4 2021 | $45,405,000 | +35.8% | 912,839 | +26.0% | 0.01% | +20.0% |
Q3 2021 | $33,447,000 | +4.9% | 724,604 | +7.3% | 0.01% | +25.0% |
Q2 2021 | $31,870,000 | -19.5% | 675,076 | -22.0% | 0.00% | -33.3% |
Q1 2021 | $39,612,000 | +27.9% | 865,649 | +12.9% | 0.01% | +20.0% |
Q4 2020 | $30,964,000 | +57.4% | 766,425 | +27.2% | 0.01% | +25.0% |
Q3 2020 | $19,666,000 | +6.8% | 602,692 | +2.3% | 0.00% | 0.0% |
Q2 2020 | $18,418,000 | +29.1% | 589,397 | +4.6% | 0.00% | 0.0% |
Q1 2020 | $14,270,000 | +47.2% | 563,343 | +110.5% | 0.00% | +100.0% |
Q4 2019 | $9,696,000 | +11.6% | 267,647 | +4.4% | 0.00% | 0.0% |
Q3 2019 | $8,689,000 | -15.6% | 256,384 | -15.2% | 0.00% | -33.3% |
Q2 2019 | $10,301,000 | -11.1% | 302,342 | -13.0% | 0.00% | 0.0% |
Q1 2019 | $11,584,000 | +6.7% | 347,562 | -5.8% | 0.00% | 0.0% |
Q4 2018 | $10,857,000 | +42.8% | 369,040 | +75.4% | 0.00% | +50.0% |
Q3 2018 | $7,604,000 | +52.1% | 210,353 | +46.8% | 0.00% | +100.0% |
Q2 2018 | $4,998,000 | +164.4% | 143,314 | +151.4% | 0.00% | 0.0% |
Q1 2018 | $1,890,000 | +40.4% | 56,996 | +41.3% | 0.00% | – |
Q4 2017 | $1,346,000 | +103.0% | 40,350 | +483.1% | 0.00% | – |
Q3 2017 | $663,000 | +44.1% | 6,920 | +39.8% | 0.00% | – |
Q2 2017 | $460,000 | -66.0% | 4,950 | -66.7% | 0.00% | – |
Q1 2017 | $1,354,000 | -48.8% | 14,870 | -50.1% | 0.00% | – |
Q4 2016 | $2,642,000 | +113.8% | 29,780 | +98.3% | 0.00% | – |
Q3 2016 | $1,236,000 | +8.1% | 15,016 | +2.1% | 0.00% | – |
Q2 2016 | $1,143,000 | +13.6% | 14,711 | +10.7% | 0.00% | – |
Q1 2016 | $1,006,000 | +100.8% | 13,284 | +103.8% | 0.00% | – |
Q4 2015 | $501,000 | +35.0% | 6,517 | +34.8% | 0.00% | – |
Q3 2015 | $371,000 | +1.1% | 4,833 | +15.1% | 0.00% | – |
Q2 2015 | $367,000 | -1.3% | 4,199 | -1.2% | 0.00% | – |
Q1 2015 | $372,000 | -12.5% | 4,251 | -15.5% | 0.00% | – |
Q4 2014 | $425,000 | +80.1% | 5,029 | +75.8% | 0.00% | – |
Q3 2014 | $236,000 | -8.9% | 2,860 | -4.0% | 0.00% | – |
Q2 2014 | $259,000 | -10.1% | 2,980 | -12.9% | 0.00% | – |
Q1 2014 | $288,000 | -47.5% | 3,422 | -48.6% | 0.00% | – |
Q4 2013 | $549,000 | -45.6% | 6,652 | -45.1% | 0.00% | – |
Q3 2013 | $1,010,000 | +59.1% | 12,117 | +45.2% | 0.00% | – |
Q2 2013 | $635,000 | – | 8,343 | – | 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% |