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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,374,000 | +28.7% | 148,809 | +19.9% | 0.39% | +22.8% |
| Q3 2021 | $5,728,000 | +9.4% | 124,092 | +11.8% | 0.32% | +8.1% |
| Q2 2021 | $5,238,000 | -14.3% | 110,954 | -16.9% | 0.30% | -21.3% |
| Q1 2021 | $6,109,000 | +3.5% | 133,511 | -8.6% | 0.38% | -4.3% |
| Q4 2020 | $5,901,000 | +86.7% | 146,066 | +50.8% | 0.39% | +61.1% |
| Q3 2020 | $3,160,000 | -1.7% | 96,848 | -5.9% | 0.24% | -9.0% |
| Q2 2020 | $3,215,000 | -37.4% | 102,906 | -49.3% | 0.27% | -46.9% |
| Q1 2020 | $5,138,000 | +2562.2% | 202,859 | +3692.5% | 0.50% | +3266.7% |
| Q4 2019 | $193,000 | +1.6% | 5,349 | -5.0% | 0.02% | -11.8% |
| Q3 2019 | $190,000 | -52.0% | 5,631 | -51.6% | 0.02% | -50.0% |
| Q2 2019 | $396,000 | -98.3% | 11,640 | -98.3% | 0.03% | -98.4% |
| Q1 2019 | $22,669,000 | – | 680,160 | – | 2.12% | – |
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% |