SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 280 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 2023 | $873 | -15.1% | 17,920 | -23.7% | 0.03% | -43.8% |
| Q3 2023 | $1,028 | +112.8% | 23,472 | +122.9% | 0.05% | +128.6% |
| Q2 2023 | $483 | -42.3% | 10,532 | -44.7% | 0.02% | -38.2% |
| Q1 2023 | $837 | -99.9% | 19,058 | +30.0% | 0.03% | +25.9% |
| Q3 2021 | $676,000 | -69.7% | 14,655 | -69.0% | 0.03% | -75.7% |
| Q2 2021 | $2,231,000 | +322.5% | 47,264 | +309.5% | 0.11% | +282.8% |
| Q1 2021 | $528,000 | +64.0% | 11,542 | +44.9% | 0.03% | +31.8% |
| Q4 2020 | $322,000 | – | 7,965 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |