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 | $564,979 | -6.6% | 12,902 | -2.1% | 0.20% | -5.1% |
| Q2 2023 | $604,693 | +4.4% | 13,177 | 0.0% | 0.21% | -3.6% |
| Q1 2023 | $578,997 | +3.4% | 13,177 | 0.0% | 0.22% | -4.3% |
| Q4 2022 | $560,023 | +7.3% | 13,177 | -2.6% | 0.23% | +5.5% |
| Q3 2022 | $522,000 | -2.8% | 13,532 | 0.0% | 0.22% | -4.8% |
| Q2 2022 | $537,000 | -15.8% | 13,532 | 0.0% | 0.23% | +3.1% |
| Q1 2022 | $638,000 | -4.5% | 13,532 | +0.7% | 0.22% | +2.8% |
| Q4 2021 | $668,000 | +8.8% | 13,432 | +0.9% | 0.22% | +3.3% |
| Q3 2021 | $614,000 | -2.2% | 13,307 | 0.0% | 0.21% | +1.4% |
| Q2 2021 | $628,000 | +3.1% | 13,307 | 0.0% | 0.21% | -7.1% |
| Q1 2021 | $609,000 | +13.2% | 13,307 | 0.0% | 0.22% | +5.7% |
| Q4 2020 | $538,000 | +24.0% | 13,307 | 0.0% | 0.21% | +3.4% |
| Q3 2020 | $434,000 | +4.3% | 13,307 | 0.0% | 0.20% | -0.5% |
| Q2 2020 | $416,000 | +23.4% | 13,307 | 0.0% | 0.21% | -4.2% |
| Q1 2020 | $337,000 | -18.6% | 13,307 | +16.4% | 0.22% | +8.6% |
| Q4 2019 | $414,000 | +21.1% | 11,428 | +13.3% | 0.20% | +16.5% |
| Q3 2019 | $342,000 | -0.6% | 10,088 | 0.0% | 0.17% | -9.6% |
| Q2 2019 | $344,000 | +2.4% | 10,088 | 0.0% | 0.19% | +5.0% |
| Q1 2019 | $336,000 | – | 10,088 | – | 0.18% | – |
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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% |