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 | $10,466,884 | -4.7% | 239,025 | -0.1% | 2.93% | -0.3% |
| Q2 2023 | $10,981,021 | +5.6% | 239,290 | +1.1% | 2.94% | -3.1% |
| Q1 2023 | $10,398,240 | +7.4% | 236,646 | +3.8% | 3.03% | -1.4% |
| Q4 2022 | $9,684,645 | +11.9% | 227,874 | +2.2% | 3.08% | -1.0% |
| Q3 2022 | $8,657,000 | -2.1% | 222,997 | +0.1% | 3.11% | -1.4% |
| Q2 2022 | $8,843,000 | -29.7% | 222,813 | -16.5% | 3.15% | -9.4% |
| Q1 2022 | $12,584,000 | -99.9% | 266,839 | +3.8% | 3.48% | +1.7% |
| Q4 2021 | $12,784,000,000 | +50.1% | 257,021 | +39.3% | 3.42% | +19.8% |
| Q3 2021 | $8,518,000,000 | +1.0% | 184,537 | +3.3% | 2.85% | -1.2% |
| Q2 2021 | $8,436,000,000 | +60.6% | 178,692 | +55.7% | 2.89% | +59.4% |
| Q1 2021 | $5,252,000,000 | +27.1% | 114,762 | +12.2% | 1.81% | +20.9% |
| Q4 2020 | $4,132,000,000 | +103.1% | 102,268 | +64.1% | 1.50% | +66.1% |
| Q3 2020 | $2,034,000,000 | +105.9% | 62,332 | +97.2% | 0.90% | +116.1% |
| Q2 2020 | $988,000,000 | +24.4% | 31,606 | +0.8% | 0.42% | -6.5% |
| Q1 2020 | $794,000,000 | -55.4% | 31,345 | -36.3% | 0.45% | -39.8% |
| Q4 2019 | $1,782,000,000 | – | 49,198 | – | 0.74% | – |
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% |