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 2023 | $209,523 | -5.9% | 4,785 | -1.4% | 0.04% | -2.6% |
| Q2 2023 | $222,732 | +4.6% | 4,854 | +0.1% | 0.04% | -2.5% |
| Q1 2023 | $212,974 | +3.5% | 4,847 | +0.1% | 0.04% | -11.1% |
| Q4 2022 | $205,749 | -10.2% | 4,841 | -0.4% | 0.04% | +2.3% |
| Q1 2022 | $229,000 | -5.4% | 4,861 | +0.1% | 0.04% | +7.3% |
| Q4 2021 | $242,000 | +8.0% | 4,856 | +0.1% | 0.04% | 0.0% |
| Q3 2021 | $224,000 | -2.2% | 4,853 | +0.2% | 0.04% | -2.4% |
| Q2 2021 | $229,000 | +3.6% | 4,845 | +0.1% | 0.04% | -4.5% |
| Q1 2021 | $221,000 | -62.0% | 4,839 | -69.8% | 0.04% | -75.4% |
| Q4 2019 | $581,000 | +21.0% | 16,037 | +13.3% | 0.18% | +11.9% |
| Q3 2019 | $480,000 | 0.0% | 14,149 | +0.4% | 0.16% | 0.0% |
| Q2 2019 | $480,000 | -0.4% | 14,087 | -2.6% | 0.16% | -4.2% |
| Q1 2019 | $482,000 | +50.6% | 14,467 | +33.0% | 0.17% | +27.5% |
| Q4 2018 | $320,000 | -81.0% | 10,877 | -76.6% | 0.13% | -77.6% |
| Q3 2018 | $1,683,000 | +350.0% | 46,543 | +334.4% | 0.58% | +311.3% |
| Q2 2018 | $374,000 | +47.2% | 10,714 | +39.7% | 0.14% | +37.9% |
| Q1 2018 | $254,000 | – | 7,668 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |