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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $15,238,000 | -52.1% | 383,937 | -45.0% | 1.11% | +179.3% |
| Q1 2022 | $31,816,000 | +9.7% | 698,326 | +19.8% | 0.40% | -79.3% |
| Q4 2021 | $28,999,000 | +9.6% | 583,014 | +1.7% | 1.91% | +4.8% |
| Q3 2021 | $26,452,000 | +18.2% | 573,050 | +20.9% | 1.83% | +16.6% |
| Q2 2021 | $22,375,000 | -4.1% | 473,946 | -7.0% | 1.57% | -12.5% |
| Q1 2021 | $23,326,000 | +14.3% | 509,747 | +0.9% | 1.79% | +7.2% |
| Q4 2020 | $20,407,000 | +20.5% | 505,122 | -2.7% | 1.67% | +7.6% |
| Q3 2020 | $16,937,000 | +2.9% | 519,055 | -1.5% | 1.55% | +2.6% |
| Q2 2020 | $16,464,000 | +91.2% | 526,851 | +54.9% | 1.51% | +7.5% |
| Q1 2020 | $8,613,000 | +91.4% | 340,031 | +173.7% | 1.41% | +94.7% |
| Q4 2019 | $4,500,000 | +60.0% | 124,218 | +49.7% | 0.72% | +74.0% |
| Q3 2019 | $2,812,000 | +182.6% | 82,977 | +184.1% | 0.42% | +182.3% |
| Q2 2019 | $995,000 | +36.1% | 29,208 | +33.1% | 0.15% | +48.5% |
| Q1 2019 | $731,000 | +63.9% | 21,946 | +44.8% | 0.10% | +45.6% |
| Q4 2018 | $446,000 | -11.3% | 15,157 | +8.9% | 0.07% | +41.7% |
| Q3 2018 | $503,000 | +45.4% | 13,919 | +40.5% | 0.05% | -4.0% |
| Q2 2018 | $346,000 | – | 9,910 | – | 0.05% | – |
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% |