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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,072,000 | +67.2% | 89,078 | +47.5% | 0.16% | +53.3% |
| Q4 2020 | $2,436,000 | +86.8% | 60,400 | +50.2% | 0.10% | +61.5% |
| Q3 2020 | $1,304,000 | +64.0% | 40,210 | +56.1% | 0.06% | +54.8% |
| Q2 2020 | $795,000 | +28.0% | 25,765 | +6.3% | 0.04% | +23.5% |
| Q1 2020 | $621,000 | +131.7% | 24,241 | +227.6% | 0.03% | +161.5% |
| Q4 2019 | $268,000 | -85.0% | 7,400 | -85.6% | 0.01% | -88.8% |
| Q2 2018 | $1,792,000 | -54.0% | 51,403 | -56.9% | 0.12% | -55.2% |
| Q1 2018 | $3,898,000 | – | 119,173 | – | 0.26% | – |
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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% |