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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,911 | -93.0% | 89 | -93.2% | 0.00% | – |
| Q4 2022 | $55,590 | +15.8% | 1,308 | +4.1% | 0.00% | – |
| Q3 2022 | $48,000 | +84.6% | 1,257 | +90.2% | 0.00% | – |
| Q2 2022 | $26,000 | +4.0% | 661 | +22.6% | 0.00% | – |
| Q1 2022 | $25,000 | -16.7% | 539 | -11.5% | 0.00% | – |
| Q4 2021 | $30,000 | -21.1% | 609 | -26.1% | 0.00% | – |
| Q3 2021 | $38,000 | -2.6% | 824 | -1.3% | 0.00% | – |
| Q2 2021 | $39,000 | +225.0% | 835 | +209.3% | 0.00% | – |
| Q1 2021 | $12,000 | +20.0% | 270 | +11.6% | 0.00% | – |
| Q4 2020 | $10,000 | +25.0% | 242 | -2.8% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 249 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +14.3% | 249 | -13.5% | 0.00% | – |
| Q1 2020 | $7,000 | -30.0% | 288 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | +42.9% | 288 | +48.5% | 0.00% | – |
| Q3 2019 | $7,000 | +133.3% | 194 | +102.1% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 96 | +10.3% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 87 | +200.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | -40.0% | 29 | -56.1% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q4 2015 | $5,000 | – | 66 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |