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 | $2,979,504 | -3.6% | 68,041 | +1.0% | 0.41% | -2.4% |
| Q2 2023 | $3,091,962 | +6.7% | 67,378 | +2.1% | 0.42% | +5.3% |
| Q1 2023 | $2,898,268 | +9.9% | 65,960 | +6.3% | 0.40% | +4.2% |
| Q4 2022 | $2,638,198 | +37.1% | 62,075 | +24.4% | 0.38% | +26.0% |
| Q3 2022 | $1,924,000 | +8.6% | 49,887 | +11.8% | 0.30% | +13.9% |
| Q2 2022 | $1,771,000 | +53.9% | 44,623 | +82.9% | 0.27% | +71.2% |
| Q1 2022 | $1,151,000 | +8.2% | 24,397 | +14.1% | 0.16% | +9.9% |
| Q4 2021 | $1,064,000 | +16.0% | 21,382 | +7.6% | 0.14% | +4.4% |
| Q3 2021 | $917,000 | +254.1% | 19,871 | +262.1% | 0.14% | +248.7% |
| Q2 2021 | $259,000 | +6.6% | 5,488 | +3.5% | 0.04% | -4.9% |
| Q1 2021 | $243,000 | +18.0% | 5,302 | +3.8% | 0.04% | +2.5% |
| Q4 2020 | $206,000 | -27.7% | 5,107 | -41.6% | 0.04% | -42.0% |
| Q3 2020 | $285,000 | +13.5% | 8,739 | +8.6% | 0.07% | -16.9% |
| Q2 2020 | $251,000 | +4.1% | 8,047 | -10.4% | 0.08% | -2.4% |
| Q1 2020 | $241,000 | -61.3% | 8,984 | -48.2% | 0.08% | -54.1% |
| Q4 2019 | $623,000 | +29.0% | 17,329 | +21.7% | 0.18% | +8.2% |
| Q3 2019 | $483,000 | -0.4% | 14,242 | +2.2% | 0.17% | -8.1% |
| Q2 2019 | $485,000 | +24.0% | 13,930 | +18.7% | 0.19% | +17.0% |
| Q1 2019 | $391,000 | +34.8% | 11,738 | +18.9% | 0.16% | +12.0% |
| Q4 2018 | $290,000 | -9.4% | 9,870 | +11.5% | 0.14% | +57.8% |
| Q3 2018 | $320,000 | +37.9% | 8,850 | +33.3% | 0.09% | +25.0% |
| Q2 2018 | $232,000 | – | 6,639 | – | 0.07% | – |
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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% |