SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. 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 | 5,749,413 | $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% |