SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $54,308 | -29.9% | 1,240 | -26.5% | 0.01% | -28.6% |
Q2 2023 | $77,426 | +4.5% | 1,687 | +0.1% | 0.01% | 0.0% |
Q1 2023 | $74,087 | +3.4% | 1,686 | +0.1% | 0.01% | 0.0% |
Q4 2022 | $71,618 | +10.2% | 1,685 | +0.1% | 0.01% | 0.0% |
Q3 2022 | $65,000 | -3.0% | 1,684 | +0.1% | 0.01% | 0.0% |
Q2 2022 | $67,000 | +15.5% | 1,683 | +36.4% | 0.01% | +40.0% |
Q1 2022 | $58,000 | -4.9% | 1,234 | +0.1% | 0.01% | -16.7% |
Q4 2021 | $61,000 | +7.0% | 1,233 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $57,000 | -1.7% | 1,233 | -0.1% | 0.01% | -33.3% |
Q2 2021 | $58,000 | +3.6% | 1,234 | +0.1% | 0.01% | -18.2% |
Q1 2021 | $56,000 | +12.0% | 1,233 | +0.1% | 0.01% | +10.0% |
Q4 2020 | $50,000 | +28.2% | 1,232 | +2.8% | 0.01% | +11.1% |
Q3 2020 | $39,000 | -2.5% | 1,199 | -7.0% | 0.01% | -10.0% |
Q2 2020 | $40,000 | +25.0% | 1,289 | +0.5% | 0.01% | 0.0% |
Q1 2020 | $32,000 | +6.7% | 1,282 | +54.5% | 0.01% | +42.9% |
Q4 2019 | $30,000 | +15.4% | 830 | +7.8% | 0.01% | 0.0% |
Q3 2019 | $26,000 | 0.0% | 770 | +0.1% | 0.01% | 0.0% |
Q2 2019 | $26,000 | 0.0% | 769 | +0.3% | 0.01% | 0.0% |
Q1 2019 | $26,000 | +36.8% | 767 | +18.5% | 0.01% | +40.0% |
Q4 2018 | $19,000 | -17.4% | 647 | +0.2% | 0.01% | -16.7% |
Q3 2018 | $23,000 | +475.0% | 646 | +438.3% | 0.01% | +500.0% |
Q2 2018 | $4,000 | – | 120 | – | 0.00% | – |
Download |
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% |