SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 182 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27 | -3.6% | 620 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $28 | +3.7% | 617 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $27 | +3.8% | 615 | +0.5% | 0.01% | -9.1% |
| Q4 2022 | $26 | -99.9% | 612 | +0.3% | 0.01% | +10.0% |
| Q3 2022 | $24,000 | 0.0% | 610 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $24,000 | +1100.0% | 607 | +1191.5% | 0.01% | +900.0% |
| Q1 2022 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -85.7% | 47 | -89.5% | 0.00% | -85.7% |
| Q2 2020 | $14,000 | -22.2% | 446 | -37.9% | 0.01% | -22.2% |
| Q1 2020 | $18,000 | -99.8% | 718 | -99.7% | 0.01% | -99.8% |
| Q4 2019 | $10,350,000 | +4.7% | 285,669 | -2.0% | 4.91% | -4.6% |
| Q3 2019 | $9,884,000 | -0.4% | 291,641 | +0.2% | 5.15% | -0.4% |
| Q2 2019 | $9,921,000 | +3.8% | 291,201 | +1.5% | 5.17% | -2.2% |
| Q1 2019 | $9,560,000 | +77.7% | 286,839 | +92.7% | 5.29% | +95.5% |
| Q3 2018 | $5,380,000 | +4.1% | 148,827 | +0.5% | 2.70% | -2.9% |
| Q2 2018 | $5,167,000 | +0.1% | 148,149 | -4.8% | 2.78% | -7.9% |
| Q1 2018 | $5,161,000 | – | 155,627 | – | 3.02% | – |
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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% |