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 | $49,402,131 | +25.9% | 1,128,176 | +31.9% | 0.07% | +4.3% |
| Q2 2023 | $39,253,421 | +11.2% | 855,095 | +6.3% | 0.07% | +6.1% |
| Q1 2023 | $35,290,397 | +7.0% | 804,052 | +3.6% | 0.07% | -1.5% |
| Q4 2022 | $32,995,110 | -48.6% | 776,360 | -53.4% | 0.07% | -54.4% |
| Q3 2022 | $64,202,000 | -3.6% | 1,665,011 | -0.7% | 0.15% | 0.0% |
| Q2 2022 | $66,584,000 | -13.9% | 1,676,709 | -1.9% | 0.15% | -2.0% |
| Q1 2022 | $77,368,000 | -5.0% | 1,709,231 | +4.4% | 0.15% | -2.6% |
| Q4 2021 | $81,460,000 | +238.3% | 1,637,371 | +214.5% | 0.15% | +208.0% |
| Q3 2021 | $24,081,000 | -29.1% | 520,549 | -27.6% | 0.05% | -32.4% |
| Q2 2021 | $33,978,000 | +0.1% | 719,217 | -2.9% | 0.07% | -9.8% |
| Q1 2021 | $33,936,000 | +268.6% | 740,977 | +225.2% | 0.08% | +228.0% |
| Q4 2020 | $9,206,000 | +6.1% | 227,878 | -14.4% | 0.02% | -3.8% |
| Q3 2020 | $8,680,000 | +13.8% | 266,120 | +9.0% | 0.03% | 0.0% |
| Q2 2020 | $7,626,000 | +49.8% | 244,097 | +21.5% | 0.03% | +23.8% |
| Q1 2020 | $5,091,000 | – | 200,890 | – | 0.02% | – |
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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% |