SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $376,151 | +3.8% | 8,590 | +8.8% | 0.01% | 0.0% |
Q2 2023 | $362,263 | +55.6% | 7,894 | +49.0% | 0.01% | +66.7% |
Q1 2023 | $232,792 | -27.6% | 5,298 | -30.0% | 0.01% | -40.0% |
Q4 2022 | $321,541 | +7.9% | 7,566 | -2.2% | 0.01% | -9.1% |
Q3 2022 | $298,000 | +16.4% | 7,736 | +20.0% | 0.01% | +22.2% |
Q2 2022 | $256,000 | -59.3% | 6,444 | -51.7% | 0.01% | -52.6% |
Q1 2022 | $629,000 | -4.6% | 13,334 | +0.7% | 0.02% | 0.0% |
Q4 2021 | $659,000 | +54.3% | 13,237 | +42.9% | 0.02% | +35.7% |
Q3 2021 | $427,000 | +4.7% | 9,260 | +7.2% | 0.01% | +7.7% |
Q2 2021 | $408,000 | +10.3% | 8,638 | +6.8% | 0.01% | -7.1% |
Q1 2021 | $370,000 | +13.5% | 8,085 | +0.3% | 0.01% | +7.7% |
Q4 2020 | $326,000 | -50.5% | 8,064 | -60.0% | 0.01% | -58.1% |
Q3 2020 | $658,000 | +27.5% | 20,159 | +22.0% | 0.03% | +10.7% |
Q2 2020 | $516,000 | +337.3% | 16,521 | +254.7% | 0.03% | +250.0% |
Q1 2020 | $118,000 | +107.0% | 4,658 | +193.7% | 0.01% | +166.7% |
Q4 2019 | $57,000 | -46.2% | 1,586 | -49.0% | 0.00% | -50.0% |
Q3 2019 | $106,000 | 0.0% | 3,112 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $106,000 | +96.3% | 3,112 | +92.9% | 0.01% | +50.0% |
Q1 2019 | $54,000 | +125.0% | 1,613 | +98.4% | 0.00% | +100.0% |
Q4 2018 | $24,000 | -89.2% | 813 | -86.8% | 0.00% | -87.5% |
Q3 2018 | $223,000 | +725.9% | 6,155 | +728.4% | 0.02% | +700.0% |
Q2 2018 | $27,000 | – | 743 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |