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 | $4,651,411 | -4.6% | 106,221 | +0.0% | 1.52% | +1.3% |
| Q2 2023 | $4,873,388 | +5.1% | 106,197 | +0.7% | 1.50% | +7.2% |
| Q1 2023 | $4,634,833 | -19.0% | 105,481 | -18.9% | 1.40% | -1.3% |
| Q4 2022 | $5,724,122 | +9.0% | 130,035 | -1.8% | 1.42% | +0.1% |
| Q3 2022 | $5,250,000 | -2.1% | 132,402 | -2.0% | 1.42% | +1.6% |
| Q2 2022 | $5,361,000 | -7.7% | 135,061 | -0.9% | 1.40% | -7.7% |
| Q1 2022 | $5,811,000 | -25.4% | 136,304 | -13.0% | 1.51% | -16.2% |
| Q4 2021 | $7,792,000 | +7.0% | 156,660 | -0.7% | 1.80% | +14.5% |
| Q3 2021 | $7,282,000 | -2.3% | 157,747 | +1.4% | 1.58% | +5.4% |
| Q2 2021 | $7,454,000 | +0.8% | 155,644 | +0.5% | 1.50% | +2.3% |
| Q1 2021 | $7,392,000 | +21.8% | 154,798 | +3.0% | 1.46% | +12.6% |
| Q4 2020 | $6,069,000 | +12.4% | 150,224 | +3.3% | 1.30% | +8.3% |
| Q3 2020 | $5,400,000 | +6.8% | 145,463 | -1.2% | 1.20% | +14.0% |
| Q2 2020 | $5,056,000 | +52.7% | 147,156 | +12.6% | 1.05% | +40.8% |
| Q1 2020 | $3,310,000 | -20.5% | 130,679 | +13.7% | 0.75% | -25.7% |
| Q4 2019 | $4,163,000 | +4.3% | 114,910 | -2.4% | 1.01% | +6.5% |
| Q3 2019 | $3,991,000 | -1.6% | 117,757 | -1.1% | 0.94% | -10.8% |
| Q2 2019 | $4,056,000 | +30.3% | 119,062 | +27.5% | 1.06% | +22.4% |
| Q1 2019 | $3,113,000 | +48.9% | 93,385 | +31.4% | 0.86% | -4.0% |
| Q4 2018 | $2,090,000 | -58.2% | 71,056 | -48.6% | 0.90% | -31.9% |
| Q3 2018 | $4,998,000 | +173.0% | 138,264 | +163.5% | 1.32% | -12.0% |
| Q2 2018 | $1,831,000 | +36.0% | 52,481 | +29.3% | 1.50% | +49.5% |
| Q1 2018 | $1,346,000 | +42.9% | 40,577 | +43.8% | 1.01% | +27.2% |
| Q4 2017 | $942,000 | – | 28,226 | – | 0.79% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |