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 | $1,544,973 | +18.8% | 35,281 | +24.5% | 0.65% | +13.5% |
| Q2 2023 | $1,300,395 | +327.8% | 28,337 | +340.0% | 0.57% | +378.2% |
| Q1 2022 | $304,000 | -84.3% | 6,440 | -83.5% | 0.12% | -84.4% |
| Q4 2021 | $1,936,000 | +11.1% | 38,925 | +3.1% | 0.76% | +8.1% |
| Q3 2021 | $1,743,000 | +0.9% | 37,766 | +3.2% | 0.71% | +2.9% |
| Q2 2021 | $1,727,000 | +8.4% | 36,580 | +5.1% | 0.69% | -0.4% |
| Q1 2021 | $1,593,000 | -35.5% | 34,802 | -43.1% | 0.69% | -28.2% |
| Q4 2020 | $2,471,000 | +23.6% | 61,167 | -0.2% | 0.96% | +6.5% |
| Q3 2020 | $1,999,000 | +6.6% | 61,269 | +2.0% | 0.90% | -2.8% |
| Q2 2020 | $1,876,000 | +53.6% | 60,039 | +24.5% | 0.93% | -17.8% |
| Q1 2020 | $1,221,000 | -39.2% | 48,222 | -13.0% | 1.13% | +22.9% |
| Q4 2019 | $2,009,000 | +10.9% | 55,440 | +3.8% | 0.92% | +6.5% |
| Q3 2019 | $1,811,000 | +3.6% | 53,428 | +4.1% | 0.86% | +8.8% |
| Q2 2019 | $1,748,000 | +6.0% | 51,313 | +3.7% | 0.79% | +1.1% |
| Q1 2019 | $1,649,000 | +19.7% | 49,489 | +5.7% | 0.78% | +10.9% |
| Q4 2018 | $1,378,000 | -15.4% | 46,822 | +4.0% | 0.71% | +7.6% |
| Q3 2018 | $1,628,000 | +6.8% | 45,040 | +3.1% | 0.66% | -5.2% |
| Q2 2018 | $1,524,000 | +14.6% | 43,679 | +8.9% | 0.69% | +14.4% |
| Q1 2018 | $1,330,000 | +9.8% | 40,096 | +10.5% | 0.60% | +16.1% |
| Q4 2017 | $1,211,000 | – | 36,289 | – | 0.52% | – |
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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% |