SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 279 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,426 | +1.9% | 12,958 | +6.8% | 0.06% | +1.7% |
| Q2 2023 | $556,943 | +8.5% | 12,136 | +3.9% | 0.06% | +5.5% |
| Q1 2023 | $513,164 | +14.1% | 11,679 | +10.4% | 0.06% | +7.8% |
| Q4 2022 | $449,666 | +10.8% | 10,580 | +0.6% | 0.05% | +6.2% |
| Q3 2022 | $406,000 | +3.0% | 10,512 | +6.0% | 0.05% | +6.7% |
| Q2 2022 | $394,000 | -8.8% | 9,917 | +8.3% | 0.04% | +4.7% |
| Q1 2022 | $432,000 | -2.0% | 9,153 | -1.5% | 0.04% | -4.4% |
| Q4 2021 | $441,000 | +24.6% | 9,289 | +21.0% | 0.04% | -22.4% |
| Q3 2021 | $354,000 | +6.0% | 7,675 | +8.4% | 0.06% | +7.4% |
| Q2 2021 | $334,000 | -5.1% | 7,083 | -7.8% | 0.05% | +28.6% |
| Q1 2021 | $352,000 | +164.7% | 7,682 | +87.9% | 0.04% | +121.1% |
| Q3 2020 | $133,000 | -4.3% | 4,088 | +6.2% | 0.02% | -9.5% |
| Q4 2019 | $139,000 | -96.2% | 3,850 | +5.7% | 0.02% | -95.9% |
| Q3 2019 | $3,641,000 | +7.2% | 3,641 | -96.9% | 0.51% | +6.3% |
| Q2 2019 | $3,396,000 | – | 115,702 | – | 0.48% | – |
Download | ||||||
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% |