SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |