SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,587,000 | -2.2% | 33,607 | -1.5% | 0.53% | +0.4% |
| Q1 2021 | $1,623,000 | -40.7% | 34,121 | -49.7% | 0.53% | +826.3% |
| Q4 2020 | $2,738,000 | +12.0% | 67,784 | -9.5% | 0.06% | -39.4% |
| Q3 2020 | $2,445,000 | +68.7% | 74,928 | +61.6% | 0.09% | +59.3% |
| Q2 2020 | $1,449,000 | +23.5% | 46,368 | +0.2% | 0.06% | -6.3% |
| Q1 2020 | $1,173,000 | -87.3% | 46,296 | -81.8% | 0.06% | -80.8% |
| Q4 2019 | $9,201,000 | -45.9% | 253,959 | -49.4% | 0.33% | -50.1% |
| Q3 2019 | $17,017,000 | +9.5% | 502,112 | +10.1% | 0.66% | +0.5% |
| Q2 2019 | $15,535,000 | +68.0% | 455,976 | +64.4% | 0.65% | +61.5% |
| Q1 2019 | $9,245,000 | +45.7% | 277,369 | +58.0% | 0.40% | +45.2% |
| Q4 2018 | $6,346,000 | 0.0% | 175,548 | 0.0% | 0.28% | 0.0% |
| Q3 2018 | $6,346,000 | +25.4% | 175,548 | +21.0% | 0.28% | +15.3% |
| Q2 2018 | $5,062,000 | +24.7% | 145,137 | +18.6% | 0.24% | +1.7% |
| Q1 2018 | $4,059,000 | +7.2% | 122,402 | +7.8% | 0.24% | -4.4% |
| Q4 2017 | $3,786,000 | – | 113,497 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |