SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,664 | -4.6% | 18,398 | 0.0% | 0.19% | -0.5% |
| Q2 2023 | $844,267 | +4.4% | 18,398 | +0.0% | 0.19% | -2.1% |
| Q1 2023 | $808,356 | -0.4% | 18,397 | -3.7% | 0.19% | -1.5% |
| Q4 2022 | $811,580 | +10.3% | 19,096 | +0.0% | 0.20% | +2.6% |
| Q3 2022 | $736,000 | -2.9% | 19,095 | +0.0% | 0.19% | +4.9% |
| Q2 2022 | $758,000 | -16.5% | 19,094 | -0.9% | 0.18% | +0.6% |
| Q1 2022 | $908,000 | -5.2% | 19,260 | +0.0% | 0.18% | +9.7% |
| Q4 2021 | $958,000 | +7.8% | 19,259 | 0.0% | 0.16% | -1.8% |
| Q3 2021 | $889,000 | -2.2% | 19,259 | +0.0% | 0.17% | 0.0% |
| Q2 2021 | $909,000 | +1.9% | 19,258 | -1.2% | 0.17% | -1.2% |
| Q1 2021 | $892,000 | +13.2% | 19,495 | +0.0% | 0.17% | +11.8% |
| Q4 2020 | $788,000 | +24.3% | 19,494 | +0.4% | 0.15% | +10.1% |
| Q3 2020 | $634,000 | +7.3% | 19,417 | +2.6% | 0.14% | -2.1% |
| Q2 2020 | $591,000 | +23.9% | 18,925 | +0.4% | 0.14% | +11.0% |
| Q1 2020 | $477,000 | -29.7% | 18,846 | +0.5% | 0.13% | -10.6% |
| Q4 2019 | $679,000 | +7.8% | 18,744 | +0.8% | 0.14% | -2.7% |
| Q3 2019 | $630,000 | +15.0% | 18,600 | +15.6% | 0.15% | +18.7% |
| Q2 2019 | $548,000 | +36.7% | 16,090 | +33.8% | 0.12% | +33.7% |
| Q1 2019 | $401,000 | +100.5% | 12,022 | +77.0% | 0.09% | +70.4% |
| Q4 2018 | $200,000 | -15.6% | 6,791 | +3.8% | 0.05% | 0.0% |
| Q3 2018 | $237,000 | +295.0% | 6,545 | +278.5% | 0.05% | +260.0% |
| Q2 2018 | $60,000 | +25.0% | 1,729 | +20.2% | 0.02% | +25.0% |
| Q1 2018 | $48,000 | – | 1,438 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |