SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 279 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,276 | -4.6% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,673 | +4.4% | 189 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,305 | +3.4% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,033 | +14.8% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 189 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 189 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $9,000 | +12.5% | 189 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $8,000 | +33.3% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | 0.0% | 189 | -18.2% | 0.00% | -20.0% |
| Q1 2020 | $6,000 | -96.5% | 231 | -95.5% | 0.01% | -95.9% |
| Q4 2017 | $170,000 | – | 5,100 | – | 0.12% | – |
Download | ||||||
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% |