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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |