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 | $323,479 | -20.5% | 7,387 | -16.7% | 0.10% | -17.5% |
| Q2 2023 | $406,873 | +4.4% | 8,866 | +0.0% | 0.12% | 0.0% |
| Q1 2023 | $389,546 | +3.4% | 8,865 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $376,748 | +8.3% | 8,865 | -1.7% | 0.12% | -0.8% |
| Q3 2022 | $348,000 | -2.5% | 9,021 | +0.2% | 0.12% | +1.6% |
| Q2 2022 | $357,000 | -16.8% | 9,000 | -1.1% | 0.12% | -1.6% |
| Q1 2022 | $429,000 | -3.8% | 9,101 | +1.4% | 0.12% | -0.8% |
| Q4 2021 | $446,000 | +9.9% | 8,976 | +4.3% | 0.12% | -9.4% |
| Q3 2021 | $406,000 | 0.0% | 8,604 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $406,000 | +3.0% | 8,604 | 0.0% | 0.14% | -4.2% |
| Q1 2021 | $394,000 | +25.1% | 8,604 | +10.5% | 0.14% | +14.3% |
| Q4 2020 | $315,000 | +25.5% | 7,786 | +1.3% | 0.13% | +9.6% |
| Q3 2020 | $251,000 | +6.4% | 7,684 | +1.8% | 0.12% | -0.9% |
| Q2 2020 | $236,000 | +10.3% | 7,549 | +228.6% | 0.12% | -23.7% |
| Q2 2017 | $214,000 | +0.5% | 2,297 | -1.6% | 0.15% | -6.7% |
| Q1 2017 | $213,000 | +6.5% | 2,335 | +3.4% | 0.16% | +2.5% |
| Q4 2016 | $200,000 | – | 2,259 | – | 0.16% | – |
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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% |