SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $417,230 | +2.2% | 9,528 | +7.1% | 0.07% | -30.8% |
| Q2 2023 | $408,436 | +4.9% | 8,900 | +0.4% | 0.10% | +6.1% |
| Q1 2023 | $389,382 | +3.8% | 8,862 | +0.4% | 0.10% | +2.1% |
| Q4 2022 | $375,201 | +10.7% | 8,828 | +0.4% | 0.10% | +2.1% |
| Q3 2022 | $339,000 | -2.3% | 8,793 | +0.5% | 0.09% | -6.9% |
| Q2 2022 | $347,000 | -15.6% | 8,750 | +0.5% | 0.10% | -20.5% |
| Q1 2022 | $411,000 | -4.9% | 8,710 | +0.3% | 0.13% | -8.6% |
| Q4 2021 | $432,000 | +8.0% | 8,684 | +0.2% | 0.14% | -3.5% |
| Q3 2021 | $400,000 | -1.7% | 8,665 | +0.5% | 0.14% | -8.9% |
| Q2 2021 | $407,000 | +3.6% | 8,624 | +0.3% | 0.16% | -2.5% |
| Q1 2021 | $393,000 | +13.6% | 8,595 | +0.3% | 0.16% | +20.9% |
| Q4 2020 | $346,000 | +23.6% | 8,570 | 0.0% | 0.13% | -24.7% |
| Q3 2020 | $280,000 | +4.5% | 8,570 | 0.0% | 0.18% | -25.5% |
| Q2 2020 | $268,000 | +23.5% | 8,570 | 0.0% | 0.24% | +21.9% |
| Q1 2020 | $217,000 | -34.4% | 8,570 | -6.2% | 0.20% | +14.6% |
| Q4 2019 | $331,000 | – | 9,136 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |