SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 225 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,223,307 | -5.7% | 576,006 | -1.2% | 0.10% | -3.8% |
| Q2 2023 | $26,760,930 | +2.6% | 583,154 | -1.8% | 0.10% | -2.8% |
| Q1 2023 | $26,087,070 | +5.0% | 593,698 | +1.6% | 0.11% | 0.0% |
| Q4 2022 | $24,841,686 | +7.3% | 584,510 | -2.6% | 0.11% | 0.0% |
| Q3 2022 | $23,142,000 | -11.3% | 600,163 | -8.7% | 0.11% | -7.7% |
| Q2 2022 | $26,083,000 | -15.0% | 657,168 | +1.0% | 0.12% | -8.6% |
| Q1 2022 | $30,696,000 | +20.5% | 650,899 | +27.0% | 0.13% | +21.9% |
| Q4 2021 | $25,484,000 | +13.9% | 512,338 | +5.7% | 0.10% | +5.0% |
| Q3 2021 | $22,372,000 | -0.3% | 484,673 | +2.0% | 0.10% | -3.8% |
| Q2 2021 | $22,433,000 | +0.8% | 475,178 | -2.3% | 0.10% | -9.6% |
| Q1 2021 | $22,248,000 | +5.0% | 486,188 | -7.3% | 0.12% | -2.5% |
| Q4 2020 | $21,189,000 | +6.2% | 524,484 | -14.2% | 0.12% | -8.5% |
| Q3 2020 | $19,950,000 | +6.4% | 611,398 | +1.9% | 0.13% | -3.7% |
| Q2 2020 | $18,747,000 | – | 599,889 | +29994350.0% | 0.13% | – |
| Q3 2019 | $0 | – | 2 | – | 0.00% | – |
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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% |