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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,742,965 | -9.7% | 176,820 | -5.3% | 0.01% | -6.7% |
| Q2 2023 | $8,570,046 | -12.8% | 186,752 | -16.5% | 0.02% | -21.1% |
| Q1 2023 | $9,823,574 | +49.1% | 223,568 | +44.2% | 0.02% | +46.2% |
| Q4 2022 | $6,588,729 | +8.4% | 155,028 | -1.7% | 0.01% | -7.1% |
| Q3 2022 | $6,079,000 | +8.3% | 157,653 | +11.5% | 0.01% | +16.7% |
| Q2 2022 | $5,612,000 | -4.5% | 141,400 | +13.4% | 0.01% | +9.1% |
| Q1 2022 | $5,879,000 | -4.5% | 124,655 | +0.8% | 0.01% | 0.0% |
| Q4 2021 | $6,154,000 | -34.5% | 123,713 | -39.2% | 0.01% | -42.1% |
| Q3 2021 | $9,393,000 | +133.1% | 203,501 | +138.4% | 0.02% | +137.5% |
| Q2 2021 | $4,030,000 | -0.7% | 85,355 | -3.8% | 0.01% | -11.1% |
| Q1 2021 | $4,059,000 | +2.5% | 88,693 | -9.5% | 0.01% | -10.0% |
| Q4 2020 | $3,959,000 | -47.2% | 97,986 | -57.4% | 0.01% | -52.4% |
| Q3 2020 | $7,498,000 | -0.6% | 229,792 | -4.8% | 0.02% | -12.5% |
| Q2 2020 | $7,544,000 | +3.0% | 241,415 | +19.5% | 0.02% | +4.3% |
| Q4 2019 | $7,321,000 | +20.9% | 202,079 | +13.1% | 0.02% | +4.5% |
| Q3 2019 | $6,054,000 | +9.3% | 178,632 | +9.9% | 0.02% | +4.8% |
| Q2 2019 | $5,539,000 | +19.7% | 162,575 | +17.1% | 0.02% | +10.5% |
| Q1 2019 | $4,627,000 | -74.8% | 138,813 | -72.7% | 0.02% | -77.1% |
| Q3 2018 | $18,353,000 | +1344.0% | 507,689 | +1293.1% | 0.08% | +1283.3% |
| Q2 2018 | $1,271,000 | +201.9% | 36,444 | +187.1% | 0.01% | +200.0% |
| Q1 2018 | $421,000 | +46.2% | 12,696 | +46.9% | 0.00% | 0.0% |
| Q4 2017 | $288,000 | – | 8,640 | – | 0.00% | – |
Download | ||||||
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% |