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 | $1,820,516 | +443.0% | 41,573 | +469.1% | 0.01% | +600.0% |
| Q2 2023 | $335,263 | +9045.2% | 7,305 | -91.2% | 0.00% | -93.8% |
| Q1 2023 | $3,666 | +872.4% | 83,441 | +838.3% | 0.02% | +700.0% |
| Q4 2022 | $377 | -99.9% | 8,893 | -2.5% | 0.00% | 0.0% |
| Q3 2022 | $351,000 | -2.2% | 9,122 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $359,000 | +16.2% | 9,051 | +37.8% | 0.00% | +100.0% |
| Q1 2022 | $309,000 | +11.6% | 6,570 | +17.8% | 0.00% | 0.0% |
| Q4 2021 | $277,000 | – | 5,578 | +39742.9% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 14 | -44.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 25 | +127.3% | 0.00% | – |
| Q4 2020 | $0 | – | 11 | -60.7% | 0.00% | – |
| Q3 2020 | $0 | – | 28 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |