SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $893,000 | -43.9% | 22,509 | -33.4% | 0.30% | -35.9% |
| Q1 2022 | $1,593,000 | -66.3% | 33,780 | -64.5% | 0.47% | -68.4% |
| Q4 2021 | $4,734,000 | -21.3% | 95,165 | -27.0% | 1.48% | -37.5% |
| Q3 2021 | $6,018,000 | -31.3% | 130,363 | -29.7% | 2.37% | -37.5% |
| Q2 2021 | $8,758,000 | -1.4% | 185,513 | -4.4% | 3.79% | -16.0% |
| Q1 2021 | $8,880,000 | +14.7% | 194,052 | +1.2% | 4.51% | +1.4% |
| Q4 2020 | $7,743,000 | +28.9% | 191,668 | +4.1% | 4.45% | +9.8% |
| Q3 2020 | $6,008,000 | +1.0% | 184,110 | -3.7% | 4.05% | -14.6% |
| Q2 2020 | $5,950,000 | -12.2% | 191,268 | +1.6% | 4.74% | -19.6% |
| Q4 2019 | $6,779,000 | – | 188,345 | – | 5.90% | – |
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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% |