SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,724,970 | -0.9% | 290,591 | +3.9% | 1.40% | +1.0% |
| Q2 2023 | $12,840,464 | +8.7% | 279,810 | +4.0% | 1.39% | +2.7% |
| Q1 2023 | $11,816,696 | +11.3% | 268,928 | +7.7% | 1.35% | +2.7% |
| Q4 2022 | $10,613,266 | +18.4% | 249,724 | +7.4% | 1.32% | +6.2% |
| Q3 2022 | $8,967,000 | +6.6% | 232,548 | +9.7% | 1.24% | +3.2% |
| Q2 2022 | $8,414,000 | -1.8% | 212,001 | +8.4% | 1.20% | +2.1% |
| Q1 2022 | $8,566,000 | -8.0% | 195,637 | +4.5% | 1.18% | -4.9% |
| Q4 2021 | $9,315,000 | +7.1% | 187,269 | -0.7% | 1.24% | -3.5% |
| Q3 2021 | $8,701,000 | +1.3% | 188,508 | +4.0% | 1.28% | -3.4% |
| Q2 2021 | $8,586,000 | -8.9% | 181,309 | -11.9% | 1.33% | -9.2% |
| Q1 2021 | $9,420,000 | +7.5% | 205,878 | +1.4% | 1.46% | +1.3% |
| Q4 2020 | $8,759,000 | +34.2% | 202,953 | +1.4% | 1.44% | +11.9% |
| Q3 2020 | $6,529,000 | -1.0% | 200,105 | +0.5% | 1.29% | -5.3% |
| Q2 2020 | $6,594,000 | +153.7% | 199,107 | +94.0% | 1.36% | +105.6% |
| Q1 2020 | $2,599,000 | +784.0% | 102,611 | +1160.7% | 0.66% | +918.5% |
| Q4 2019 | $294,000 | +7.3% | 8,139 | +0.3% | 0.06% | 0.0% |
| Q3 2019 | $274,000 | -0.4% | 8,112 | +0.3% | 0.06% | -5.8% |
| Q2 2019 | $275,000 | +8.3% | 8,089 | +6.0% | 0.07% | 0.0% |
| Q1 2019 | $254,000 | -83.5% | 7,631 | -85.4% | 0.07% | -85.4% |
| Q4 2018 | $1,535,000 | – | 52,187 | – | 0.47% | – |
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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% |