SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 182 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |