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 2020 | $271,000 | -14.5% | 7,813 | -23.0% | 0.09% | -36.4% |
| Q2 2020 | $317,000 | -0.9% | 10,147 | -19.6% | 0.14% | -20.0% |
| Q1 2020 | $320,000 | -63.1% | 12,626 | -47.3% | 0.18% | -64.3% |
| Q4 2019 | $868,000 | +6.1% | 23,981 | -0.6% | 0.49% | -3.7% |
| Q3 2019 | $818,000 | +28.8% | 24,128 | +24.3% | 0.51% | +26.6% |
| Q2 2019 | $635,000 | +21.6% | 19,407 | +18.9% | 0.40% | +17.2% |
| Q1 2019 | $522,000 | +89.8% | 16,325 | +60.8% | 0.34% | +82.4% |
| Q4 2018 | $275,000 | – | 10,152 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |