SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 153 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $9,119,000 | +8.0% | 251,691 | +1.0% | 1.10% | -2.6% |
| Q3 2019 | $8,447,000 | +8.4% | 249,222 | +8.9% | 1.14% | +3.5% |
| Q2 2019 | $7,795,000 | +13.9% | 228,817 | +11.4% | 1.10% | +6.9% |
| Q1 2019 | $6,845,000 | +95.7% | 205,364 | +72.7% | 1.03% | +86.2% |
| Q4 2018 | $3,498,000 | +14.6% | 118,909 | +40.8% | 0.55% | +16.7% |
| Q3 2018 | $3,053,000 | +38.1% | 84,457 | +33.2% | 0.47% | +25.2% |
| Q2 2018 | $2,211,000 | +95.1% | 63,398 | +85.5% | 0.38% | +83.0% |
| Q1 2018 | $1,133,000 | – | 34,178 | – | 0.21% | – |
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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% |