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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,552,000 | +22.6% | 49,658 | -0.7% | 0.88% | +15.9% |
| Q1 2020 | $1,266,000 | -49.2% | 49,992 | -27.3% | 0.76% | -38.8% |
| Q4 2019 | $2,490,000 | +69.2% | 68,743 | +52.4% | 1.24% | +65.4% |
| Q3 2019 | $1,472,000 | -33.3% | 45,120 | -30.3% | 0.75% | -49.4% |
| Q2 2019 | $2,206,000 | +6.1% | 64,753 | +3.8% | 1.49% | -3.0% |
| Q1 2019 | $2,079,000 | +59.1% | 62,386 | +40.4% | 1.53% | +22.1% |
| Q4 2018 | $1,307,000 | -7.8% | 44,421 | +13.3% | 1.26% | -1.5% |
| Q3 2018 | $1,417,000 | +70.5% | 39,196 | +64.5% | 1.28% | +74.2% |
| Q2 2018 | $831,000 | +188.5% | 23,829 | +174.8% | 0.73% | +101.1% |
| Q1 2018 | $288,000 | – | 8,671 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |