SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 225 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,522,869 | +0.2% | 57,613 | +5.0% | 0.71% | -6.3% |
| Q2 2023 | $2,516,866 | +9.9% | 54,846 | +5.2% | 0.76% | +6.6% |
| Q1 2023 | $2,291,174 | +4.0% | 52,143 | +0.6% | 0.71% | -1.4% |
| Q4 2022 | $2,203,927 | +9.6% | 51,857 | -0.6% | 0.72% | +1.1% |
| Q3 2022 | $2,011,000 | +3.3% | 52,152 | +6.3% | 0.71% | +6.4% |
| Q2 2022 | $1,947,000 | -14.9% | 49,051 | +1.1% | 0.67% | 0.0% |
| Q1 2022 | $2,287,000 | +5.1% | 48,494 | +4.8% | 0.67% | +16.6% |
| Q4 2021 | $2,176,000 | +6.6% | 46,274 | +4.6% | 0.57% | -7.7% |
| Q3 2021 | $2,041,000 | +1.8% | 44,224 | +4.1% | 0.62% | -0.5% |
| Q2 2021 | $2,005,000 | +4.8% | 42,478 | +1.6% | 0.62% | -1.6% |
| Q1 2021 | $1,914,000 | +4.1% | 41,827 | -0.4% | 0.63% | +3.4% |
| Q4 2020 | $1,839,000 | -90.0% | 41,988 | -92.6% | 0.61% | -84.0% |
| Q3 2020 | $18,428,000 | +16.8% | 564,774 | +11.9% | 3.84% | +12.1% |
| Q2 2020 | $15,776,000 | +24.3% | 504,830 | +0.8% | 3.43% | +6.2% |
| Q1 2020 | $12,688,000 | +4336.4% | 500,910 | +6240.6% | 3.22% | +2680.2% |
| Q4 2019 | $286,000 | -48.9% | 7,900 | -52.2% | 0.12% | -1.7% |
| Q3 2019 | $560,000 | -0.7% | 16,526 | 0.0% | 0.12% | +1.7% |
| Q2 2019 | $564,000 | +105.1% | 16,526 | +100.0% | 0.12% | +1.8% |
| Q1 2019 | $275,000 | -43.4% | 8,263 | -50.0% | 0.11% | 0.0% |
| Q4 2018 | $486,000 | – | 16,526 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |