SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $935,000 | +303.0% | 24,242 | +278.3% | 0.07% | +130.0% |
| Q4 2019 | $232,000 | -25.4% | 6,408 | -30.2% | 0.03% | -36.2% |
| Q3 2019 | $311,000 | -12.6% | 9,181 | -12.1% | 0.05% | -16.1% |
| Q2 2019 | $356,000 | -0.6% | 10,445 | -2.8% | 0.06% | -30.9% |
| Q1 2019 | $358,000 | -30.6% | 10,751 | -38.6% | 0.08% | -45.3% |
| Q4 2018 | $516,000 | -32.7% | 17,524 | -17.4% | 0.15% | -26.0% |
| Q3 2018 | $767,000 | +14.8% | 21,219 | +10.8% | 0.20% | +7.0% |
| Q2 2018 | $668,000 | -25.7% | 19,151 | -29.3% | 0.19% | +24.7% |
| Q1 2018 | $899,000 | – | 27,098 | – | 0.15% | – |
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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% |