SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $223,000 | -62.9% | 5,532 | -70.0% | 0.03% | -67.8% |
| Q3 2020 | $601,000 | -2.9% | 18,430 | -7.0% | 0.09% | -9.4% |
| Q2 2020 | $619,000 | +25.3% | 19,808 | +1.5% | 0.10% | +5.5% |
| Q1 2020 | $494,000 | -32.8% | 19,510 | -3.8% | 0.09% | -15.7% |
| Q4 2019 | $735,000 | +7.0% | 20,281 | +0.0% | 0.11% | +0.9% |
| Q3 2019 | $687,000 | +6.2% | 20,277 | +6.8% | 0.11% | +5.9% |
| Q2 2019 | $647,000 | +22.5% | 18,982 | +19.8% | 0.10% | +17.4% |
| Q1 2019 | $528,000 | +28.8% | 15,850 | +13.8% | 0.09% | +14.7% |
| Q4 2018 | $410,000 | +4.3% | 13,931 | +28.1% | 0.08% | +4.2% |
| Q3 2018 | $393,000 | +81.1% | 10,873 | +74.8% | 0.07% | +71.4% |
| Q2 2018 | $217,000 | – | 6,219 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |