SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,652,000 | +29.9% | 116,873 | +5.3% | 0.23% | +6.1% |
| Q1 2020 | $2,812,000 | -35.7% | 111,018 | -8.0% | 0.21% | -15.8% |
| Q4 2019 | $4,371,000 | +7.9% | 120,651 | +0.9% | 0.25% | -1.6% |
| Q3 2019 | $4,051,000 | -1.4% | 119,546 | -0.8% | 0.26% | -6.5% |
| Q2 2019 | $4,108,000 | +3.0% | 120,562 | +0.8% | 0.28% | +10.9% |
| Q1 2019 | $3,987,000 | – | 119,628 | – | 0.25% | – |
Download | ||||||
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% |