SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,199,000 | +53.6% | 164,839 | +42.5% | 1.59% | +43.7% |
| Q3 2021 | $5,339,000 | -11.0% | 115,661 | -9.0% | 1.11% | -9.9% |
| Q2 2021 | $5,998,000 | -6.8% | 127,043 | -9.7% | 1.23% | -13.2% |
| Q1 2021 | $6,439,000 | +6.9% | 140,714 | -5.6% | 1.41% | +10.6% |
| Q4 2020 | $6,024,000 | +4.8% | 149,107 | -15.4% | 1.28% | -28.3% |
| Q3 2020 | $5,750,000 | -29.7% | 176,222 | -21.9% | 1.78% | +10.4% |
| Q4 2019 | $8,178,000 | +0.6% | 225,727 | -5.9% | 1.61% | -21.5% |
| Q3 2019 | $8,131,000 | -55.1% | 239,931 | -54.8% | 2.06% | +58.9% |
| Q2 2019 | $18,096,000 | +1246.4% | 531,140 | +1216.9% | 1.29% | +798.6% |
| Q1 2019 | $1,344,000 | – | 40,332 | – | 0.14% | – |
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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% |