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 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 | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |