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 | $24,371,617 | -32.5% | 556,546 | -29.3% | 2.30% | -28.6% |
| Q2 2023 | $36,101,803 | +7.2% | 786,704 | +2.6% | 3.22% | -2.5% |
| Q1 2023 | $33,676,509 | +12.0% | 766,419 | -1.7% | 3.31% | -1.2% |
| Q3 2022 | $30,058,000 | -5.3% | 779,515 | -2.5% | 3.35% | -4.8% |
| Q2 2022 | $31,724,000 | -2.9% | 799,291 | +15.4% | 3.52% | +10.8% |
| Q1 2022 | $32,662,000 | +6969.7% | 692,576 | +7383.3% | 3.17% | +7113.6% |
| Q4 2021 | $462,000 | +26.9% | 9,255 | +17.5% | 0.04% | +12.8% |
| Q3 2021 | $364,000 | +18.2% | 7,877 | +20.8% | 0.04% | +21.9% |
| Q2 2021 | $308,000 | +4.1% | 6,522 | +0.7% | 0.03% | -8.6% |
| Q1 2021 | $296,000 | +28.1% | 6,478 | +13.1% | 0.04% | +20.7% |
| Q4 2020 | $231,000 | – | 5,729 | – | 0.03% | – |
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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% |