SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,833,000 | +14.5% | 36,861 | +6.3% | 0.56% | +1.5% |
| Q3 2021 | $1,601,000 | +5.4% | 34,688 | +7.8% | 0.55% | +4.0% |
| Q2 2021 | $1,519,000 | +8.0% | 32,176 | +4.6% | 0.53% | -4.2% |
| Q1 2021 | $1,407,000 | +600.0% | 30,752 | +288.0% | 0.55% | +310.4% |
| Q1 2020 | $201,000 | -54.9% | 7,925 | -35.6% | 0.13% | -51.4% |
| Q4 2019 | $446,000 | -49.6% | 12,312 | -52.7% | 0.28% | -31.2% |
| Q3 2019 | $885,000 | +88.3% | 26,046 | +88.6% | 0.40% | +32.8% |
| Q2 2019 | $470,000 | +0.9% | 13,809 | -1.1% | 0.30% | -8.8% |
| Q1 2019 | $466,000 | -34.5% | 13,967 | -42.2% | 0.33% | -44.0% |
| Q4 2018 | $711,000 | -42.4% | 24,157 | -29.3% | 0.59% | -35.4% |
| Q3 2018 | $1,235,000 | – | 34,176 | – | 0.92% | – |
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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% |