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 | $10,903,574 | -3.1% | 248,997 | +1.6% | 1.07% | -4.1% |
| Q2 2023 | $11,249,412 | +10.5% | 245,139 | +5.8% | 1.11% | -7.4% |
| Q1 2023 | $10,178,602 | +0.6% | 231,648 | -2.7% | 1.20% | +0.1% |
| Q4 2022 | $10,118,474 | +32.7% | 238,082 | +20.4% | 1.20% | +21.6% |
| Q3 2022 | $7,627,000 | +20.0% | 197,800 | +23.5% | 0.99% | +28.3% |
| Q2 2022 | $6,354,000 | -8.8% | 160,098 | +8.4% | 0.77% | +1.6% |
| Q1 2022 | $6,964,000 | +11.0% | 147,672 | +17.1% | 0.76% | +2.0% |
| Q4 2021 | $6,272,000 | +16.1% | 126,100 | +7.8% | 0.74% | +8.8% |
| Q3 2021 | $5,400,000 | +24.4% | 116,995 | +27.3% | 0.68% | +25.1% |
| Q2 2021 | $4,340,000 | +15.8% | 91,936 | +12.2% | 0.55% | +3.2% |
| Q1 2021 | $3,749,000 | +282.9% | 81,922 | +238.2% | 0.53% | +264.8% |
| Q4 2020 | $979,000 | +34.7% | 24,225 | +8.7% | 0.14% | +5.8% |
| Q3 2020 | $727,000 | +3.4% | 22,288 | -1.0% | 0.14% | -3.5% |
| Q2 2020 | $703,000 | +40.9% | 22,508 | +14.2% | 0.14% | +16.4% |
| Q1 2020 | $499,000 | +10.9% | 19,705 | +58.5% | 0.12% | +1.7% |
| Q4 2019 | $450,000 | +20.0% | 12,432 | +12.5% | 0.12% | +14.3% |
| Q3 2019 | $375,000 | +14.7% | 11,055 | +14.4% | 0.10% | +6.1% |
| Q2 2019 | $327,000 | +6.9% | 9,665 | +5.3% | 0.10% | -13.2% |
| Q1 2019 | $306,000 | +4.8% | 9,180 | -7.5% | 0.11% | -8.8% |
| Q4 2018 | $292,000 | -68.5% | 9,922 | -61.3% | 0.12% | -71.2% |
| Q3 2018 | $927,000 | +24.6% | 25,644 | +20.3% | 0.43% | +16.7% |
| Q2 2018 | $744,000 | +32.4% | 21,319 | +25.8% | 0.37% | +18.5% |
| Q1 2018 | $562,000 | +54.0% | 16,950 | +55.1% | 0.31% | +46.7% |
| Q4 2017 | $365,000 | – | 10,927 | – | 0.21% | – |
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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% |