SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 28 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $30,000 | +7.1% | 335 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | +7.7% | 335 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $26,000 | +4.0% | 335 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $25,000 | -3.8% | 335 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $26,000 | +188.9% | 335 | +179.2% | 0.00% | 0.0% |
| Q3 2015 | $9,000 | -30.8% | 120 | -20.0% | 0.00% | 0.0% |
| Q2 2015 | $13,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $13,000 | 0.0% | 150 | +0.7% | 0.00% | 0.0% |
| Q4 2014 | $13,000 | +8.3% | 149 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $12,000 | -25.0% | 149 | -21.2% | 0.00% | -50.0% |
| Q2 2014 | $16,000 | -38.5% | 189 | -40.9% | 0.00% | 0.0% |
| Q1 2014 | $26,000 | +100.0% | 320 | +100.0% | 0.00% | 0.0% |
| Q4 2013 | $13,000 | 0.0% | 160 | +2.6% | 0.00% | 0.0% |
| Q3 2013 | $13,000 | -38.1% | 156 | -43.1% | 0.00% | -50.0% |
| Q2 2013 | $21,000 | – | 274 | – | 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% |