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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |