SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 107 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,948,000 | +14.8% | 143,816 | +13.1% | 0.03% | +3.3% |
| Q3 2019 | $4,311,000 | +165.5% | 127,209 | +167.0% | 0.03% | +150.0% |
| Q2 2019 | $1,624,000 | +51.6% | 47,652 | +48.5% | 0.01% | +50.0% |
| Q1 2019 | $1,071,000 | +60.1% | 32,090 | +41.1% | 0.01% | +33.3% |
| Q4 2018 | $669,000 | -24.1% | 22,740 | -6.7% | 0.01% | -14.3% |
| Q3 2018 | $882,000 | +1045.5% | 24,380 | +950.4% | 0.01% | +600.0% |
| Q2 2018 | $77,000 | 0.0% | 2,321 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $77,000 | +60.4% | 2,321 | +61.9% | 0.00% | – |
| Q4 2017 | $48,000 | +1500.0% | 1,434 | +4680.0% | 0.00% | – |
| Q3 2017 | $3,000 | -89.7% | 30 | -91.4% | 0.00% | -100.0% |
| Q4 2013 | $29,000 | – | 350 | – | 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% |