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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $10,592,000 | -11.7% | 231,058 | -4.2% | 1.33% | -7.0% |
| Q4 2021 | $11,995,000 | +9.1% | 241,161 | +1.3% | 1.43% | +1.0% |
| Q3 2021 | $10,991,000 | -3.4% | 238,107 | -1.2% | 1.41% | -3.0% |
| Q2 2021 | $11,382,000 | +7.0% | 241,090 | +3.7% | 1.46% | -0.1% |
| Q1 2021 | $10,638,000 | +12.4% | 232,477 | -0.8% | 1.46% | +8.3% |
| Q4 2020 | $9,467,000 | +14.8% | 234,328 | -7.3% | 1.35% | +8.6% |
| Q3 2020 | $8,250,000 | -9.5% | 252,826 | -13.3% | 1.24% | -14.2% |
| Q2 2020 | $9,118,000 | +24.2% | 291,774 | +0.7% | 1.44% | +5.6% |
| Q1 2020 | $7,339,000 | +61.3% | 289,731 | +130.7% | 1.37% | +93.4% |
| Q4 2019 | $4,550,000 | +9.3% | 125,598 | +2.2% | 0.71% | +2.0% |
| Q3 2019 | $4,164,000 | +5.2% | 122,866 | +5.8% | 0.69% | +0.4% |
| Q2 2019 | $3,957,000 | +9.0% | 116,144 | +6.7% | 0.69% | +1.5% |
| Q1 2019 | $3,629,000 | +18.1% | 108,879 | +4.3% | 0.68% | +4.4% |
| Q4 2018 | $3,072,000 | -4.5% | 104,424 | +17.3% | 0.65% | -0.3% |
| Q3 2018 | $3,218,000 | +15.3% | 89,027 | +11.2% | 0.65% | +6.0% |
| Q2 2018 | $2,792,000 | – | 80,060 | – | 0.62% | – |
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% |