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 | $4,762,273 | +7.1% | 108,752 | +12.2% | 0.40% | +7.9% |
| Q2 2023 | $4,447,500 | +35.8% | 96,916 | +30.0% | 0.37% | +19.2% |
| Q1 2023 | $3,275,134 | +47.7% | 74,537 | +42.9% | 0.31% | +35.7% |
| Q4 2022 | $2,217,020 | +7.5% | 52,165 | -2.4% | 0.23% | -5.0% |
| Q3 2022 | $2,062,000 | +372.9% | 53,475 | +386.5% | 0.24% | +387.8% |
| Q2 2022 | $436,000 | -69.0% | 10,991 | -63.2% | 0.05% | -64.0% |
| Q1 2022 | $1,407,000 | +528.1% | 29,842 | +562.4% | 0.14% | +547.6% |
| Q4 2021 | $224,000 | -39.5% | 4,505 | -44.3% | 0.02% | -50.0% |
| Q1 2021 | $370,000 | -52.9% | 8,090 | -58.4% | 0.04% | -56.7% |
| Q4 2020 | $786,000 | +19.8% | 19,458 | -3.2% | 0.10% | +9.0% |
| Q3 2020 | $656,000 | -17.9% | 20,104 | -21.4% | 0.09% | -23.9% |
| Q2 2020 | $799,000 | +33.2% | 25,591 | +8.0% | 0.12% | -2.5% |
| Q1 2020 | $600,000 | +1969.0% | 23,703 | +2904.2% | 0.12% | +2300.0% |
| Q4 2019 | $29,000 | +123.1% | 789 | +103.9% | 0.01% | +66.7% |
| Q3 2019 | $13,000 | 0.0% | 387 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | +8.3% | 387 | 0.0% | 0.00% | +50.0% |
| Q1 2019 | $12,000 | +9.1% | 387 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $11,000 | -21.4% | 387 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | +7.7% | 387 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | – | 387 | – | 0.00% | – |
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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% |