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 | $4,884 | -4.9% | 111,533 | -0.3% | 0.27% | -4.6% |
| Q2 2023 | $5,136 | +4.3% | 111,919 | -0.1% | 0.28% | +1.1% |
| Q1 2023 | $4,925 | -12.7% | 112,072 | -15.6% | 0.28% | -18.0% |
| Q4 2022 | $5,641 | -99.9% | 132,720 | +2.9% | 0.34% | +0.3% |
| Q3 2022 | $4,971,000 | +0.1% | 128,926 | +3.1% | 0.34% | -0.6% |
| Q2 2022 | $4,964,000 | -19.1% | 125,056 | -3.8% | 0.34% | -11.1% |
| Q1 2022 | $6,133,000 | -7.4% | 130,038 | -2.4% | 0.39% | -3.5% |
| Q4 2021 | $6,626,000 | +8.2% | 133,215 | +0.4% | 0.40% | 0.0% |
| Q3 2021 | $6,124,000 | -5.4% | 132,663 | -3.3% | 0.40% | -7.6% |
| Q2 2021 | $6,475,000 | -7.0% | 137,162 | -9.8% | 0.44% | -9.6% |
| Q1 2021 | $6,959,000 | +19.4% | 152,074 | +5.4% | 0.48% | -6.1% |
| Q4 2020 | $5,827,000 | +103.1% | 144,235 | +64.0% | 0.51% | +87.5% |
| Q3 2020 | $2,869,000 | +16.0% | 87,935 | +11.1% | 0.27% | +5.0% |
| Q2 2020 | $2,474,000 | +153.7% | 79,180 | +105.7% | 0.26% | +116.7% |
| Q1 2020 | $975,000 | -30.9% | 38,493 | -1.1% | 0.12% | -13.7% |
| Q4 2019 | $1,410,000 | +6.9% | 38,928 | -0.0% | 0.14% | 0.0% |
| Q3 2019 | $1,319,000 | -1.0% | 38,941 | -0.4% | 0.14% | -4.1% |
| Q2 2019 | $1,332,000 | +8.5% | 39,090 | +6.1% | 0.14% | +2.1% |
| Q1 2019 | $1,228,000 | -82.5% | 36,849 | -84.6% | 0.14% | -84.6% |
| Q4 2018 | $7,028,000 | -99.9% | 238,874 | -55.9% | 0.92% | -17.3% |
| Q3 2018 | $9,797,883,000 | +115413.8% | 541,526 | +122.7% | 1.12% | +10.5% |
| Q2 2018 | $8,482,000 | +4.4% | 243,178 | -0.7% | 1.01% | +0.6% |
| Q1 2018 | $8,123,000 | +0.2% | 244,971 | +0.8% | 1.00% | -1.2% |
| Q4 2017 | $8,110,000 | +4.5% | 243,095 | +200.0% | 1.02% | -2.3% |
| Q3 2017 | $7,758,000 | -99.9% | 81,033 | +19.3% | 1.04% | +15.4% |
| Q2 2017 | $6,313,988,000 | +2.7% | 67,928 | +0.6% | 0.90% | -7.1% |
| Q1 2017 | $6,148,752,000 | – | 67,500 | – | 0.97% | – |
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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% |