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 | $1,842,313 | -5.1% | 42,072 | -0.5% | 0.18% | -6.7% |
| Q2 2023 | $1,941,178 | +3.7% | 42,301 | -0.7% | 0.19% | -4.4% |
| Q1 2023 | $1,872,140 | -0.0% | 42,607 | -3.3% | 0.20% | -9.4% |
| Q4 2022 | $1,872,269 | +5.7% | 44,053 | -4.1% | 0.22% | -11.1% |
| Q3 2022 | $1,772,000 | +7.5% | 45,960 | +10.6% | 0.25% | -11.6% |
| Q2 2022 | $1,649,000 | -37.7% | 41,542 | -25.9% | 0.28% | -32.5% |
| Q1 2022 | $2,645,000 | +86.7% | 56,082 | +96.9% | 0.42% | +87.6% |
| Q4 2021 | $1,417,000 | +17.0% | 28,484 | +8.6% | 0.22% | -6.2% |
| Q3 2021 | $1,211,000 | +8.9% | 26,237 | +11.3% | 0.24% | -7.0% |
| Q2 2021 | $1,112,000 | +8.1% | 23,563 | +4.8% | 0.26% | -14.9% |
| Q1 2021 | $1,029,000 | +35.9% | 22,491 | +20.0% | 0.30% | +17.4% |
| Q4 2020 | $757,000 | +32.8% | 18,740 | +7.3% | 0.26% | +10.3% |
| Q3 2020 | $570,000 | +56900.0% | 17,468 | +87240.0% | 0.23% | – |
| Q2 2020 | $1,000 | – | 20 | +11.1% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 18 | -28.0% | 0.00% | -100.0% |
| Q4 2019 | $1,000 | – | 25 | +92.3% | 0.00% | – |
| Q3 2019 | $0 | – | 13 | +62.5% | 0.00% | – |
| Q2 2019 | $0 | – | 8 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |