SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 211 filers reported holding SPDR SER TR in Q1 2019. 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 | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |