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 | $546 | -4.2% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $570 | +4.6% | 12 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $545 | +3.6% | 12 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $526 | – | 12 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 12 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | – | 12 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 12 | -99.9% | 0.00% | -100.0% |
| Q4 2019 | $349,000 | +27.4% | 9,636 | +19.3% | 0.73% | +22.4% |
| Q3 2019 | $274,000 | -25.9% | 8,076 | -25.7% | 0.59% | -38.2% |
| Q2 2019 | $370,000 | +9.1% | 10,873 | +6.8% | 0.96% | +14.0% |
| Q1 2019 | $339,000 | +129.1% | 10,176 | +102.1% | 0.84% | +78.4% |
| Q4 2018 | $148,000 | – | 5,034 | +41850.0% | 0.47% | – |
| Q3 2018 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 12 | – | 0.00% | – |
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% |