SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,442,000 | +30.9% | 74,571 | +33.9% | 0.52% | +31.7% |
| Q2 2021 | $2,629,000 | -19.2% | 55,691 | -21.7% | 0.40% | -23.0% |
| Q1 2021 | $3,255,000 | +116.1% | 71,127 | +90.8% | 0.52% | +106.8% |
| Q4 2020 | $1,506,000 | +140.6% | 37,282 | +94.3% | 0.25% | +110.1% |
| Q3 2020 | $626,000 | -54.6% | 19,185 | -56.5% | 0.12% | -56.2% |
| Q2 2020 | $1,379,000 | +4496.7% | 44,119 | +10985.2% | 0.27% | +1500.0% |
| Q2 2013 | $30,000 | – | 398 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |