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 | $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% | – |
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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% |