SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 182 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $176,000 | -0.6% | 5,189 | 0.0% | 0.06% | -4.4% |
| Q2 2019 | $177,000 | -3.8% | 5,189 | -6.3% | 0.07% | -5.6% |
| Q1 2019 | $184,000 | +3.4% | 5,535 | -8.9% | 0.07% | -13.3% |
| Q4 2018 | $178,000 | -11.0% | 6,073 | +179.6% | 0.08% | -19.4% |
| Q2 2017 | $200,000 | +9.3% | 2,172 | +5.7% | 0.10% | +7.3% |
| Q1 2017 | $183,000 | -12.0% | 2,055 | -11.1% | 0.10% | -18.6% |
| Q4 2016 | $208,000 | +11.8% | 2,312 | +1.4% | 0.12% | +2.6% |
| Q3 2016 | $186,000 | – | 2,281 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |