SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 218 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | -96.4% | 17 | -97.2% | 0.00% | -93.3% |
| Q1 2021 | $28,000 | -17.6% | 617 | -27.0% | 0.02% | -28.6% |
| Q4 2020 | $34,000 | +21.4% | 845 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $28,000 | +21.7% | 845 | +13.4% | 0.02% | +5.3% |
| Q2 2020 | $23,000 | +21.1% | 745 | 0.0% | 0.02% | +5.6% |
| Q1 2020 | $19,000 | -29.6% | 745 | 0.0% | 0.02% | +12.5% |
| Q4 2019 | $27,000 | +3.8% | 745 | -3.5% | 0.02% | +6.7% |
| Q3 2019 | $26,000 | 0.0% | 772 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $26,000 | 0.0% | 772 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $26,000 | +13.0% | 772 | 0.0% | 0.02% | +15.4% |
| Q4 2018 | $23,000 | +475.0% | 772 | +532.8% | 0.01% | +550.0% |
| Q3 2018 | $4,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | – | 122 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |