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 | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |