SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,180,073 | -2.9% | 5,553,324 | +1.7% | 5.05% | -1.0% |
| Q2 2023 | $250,497,909 | +8.6% | 5,458,660 | +4.0% | 5.10% | +2.6% |
| Q1 2023 | $230,632,450 | +7.1% | 5,248,804 | +3.6% | 4.97% | -0.1% |
| Q4 2022 | $215,363,085 | -22.5% | 5,067,367 | -29.7% | 4.97% | -11.1% |
| Q3 2022 | $277,959,000 | -2.2% | 7,208,482 | +0.6% | 5.59% | +1.4% |
| Q2 2022 | $284,327,000 | -10.7% | 7,163,702 | +6.1% | 5.52% | -1.6% |
| Q1 2022 | $318,458,000 | -4.7% | 6,752,720 | +0.5% | 5.61% | -2.6% |
| Q4 2021 | $334,165,000 | +7.6% | 6,718,228 | -0.2% | 5.76% | +1.3% |
| Q3 2021 | $310,613,000 | -1.4% | 6,729,050 | +0.8% | 5.69% | -1.4% |
| Q2 2021 | $315,018,000 | +1.2% | 6,672,690 | -1.9% | 5.77% | -3.9% |
| Q1 2021 | $311,242,000 | +7.3% | 6,801,616 | -5.3% | 6.00% | +1.7% |
| Q4 2020 | $290,015,000 | +12.3% | 7,178,579 | -9.3% | 5.90% | +0.6% |
| Q3 2020 | $258,313,000 | +0.9% | 7,916,423 | -3.4% | 5.87% | -2.6% |
| Q2 2020 | $256,073,000 | +62.0% | 8,194,334 | +31.3% | 6.02% | +45.9% |
| Q1 2020 | $158,113,000 | – | 6,242,106 | – | 4.13% | – |
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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% |