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 2022 | $109,000 | -23.2% | 2,839 | -20.8% | 0.01% | -12.5% |
| Q2 2022 | $142,000 | -42.3% | 3,586 | -31.3% | 0.02% | -38.5% |
| Q1 2022 | $246,000 | -5.4% | 5,221 | -0.1% | 0.03% | -7.1% |
| Q4 2021 | $260,000 | +6.1% | 5,227 | -1.5% | 0.03% | +3.7% |
| Q3 2021 | $245,000 | -3.5% | 5,309 | -1.2% | 0.03% | -3.6% |
| Q2 2021 | $254,000 | +9.0% | 5,372 | +5.3% | 0.03% | -20.0% |
| Q1 2021 | $233,000 | +14.2% | 5,101 | +0.9% | 0.04% | -2.8% |
| Q4 2020 | $204,000 | +23.6% | 5,057 | +0.2% | 0.04% | +2.9% |
| Q3 2020 | $165,000 | -6.8% | 5,049 | -2.6% | 0.04% | -7.9% |
| Q2 2020 | $177,000 | +23.8% | 5,183 | -1.2% | 0.04% | 0.0% |
| Q1 2020 | $143,000 | -30.2% | 5,248 | -6.6% | 0.04% | -20.8% |
| Q4 2019 | $205,000 | – | 5,619 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |