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 | $655 | -54.8% | 14,955 | -54.4% | 0.05% | +30.6% |
| Q2 2023 | $1,449 | +2.9% | 32,777 | +2.3% | 0.04% | -47.8% |
| Q1 2023 | $1,408 | +89.5% | 32,035 | +83.2% | 0.07% | +68.3% |
| Q4 2022 | $743 | -99.9% | 17,482 | -7.6% | 0.04% | -6.8% |
| Q3 2022 | $730,000 | -12.4% | 18,926 | -9.8% | 0.04% | -2.2% |
| Q2 2022 | $833,000 | -48.1% | 20,985 | -38.4% | 0.04% | -45.8% |
| Q1 2022 | $1,606,000 | +3.1% | 34,046 | +8.8% | 0.08% | +7.8% |
| Q4 2021 | $1,557,000 | +144.4% | 31,297 | +126.8% | 0.08% | +108.1% |
| Q3 2021 | $637,000 | -7.1% | 13,800 | -5.0% | 0.04% | -11.9% |
| Q2 2021 | $686,000 | -26.5% | 14,521 | -28.7% | 0.04% | -40.8% |
| Q1 2021 | $933,000 | -13.5% | 20,379 | -23.7% | 0.07% | -20.2% |
| Q4 2020 | $1,079,000 | -24.3% | 26,704 | -38.8% | 0.09% | -55.1% |
| Q3 2020 | $1,425,000 | -39.6% | 43,663 | -42.2% | 0.20% | -46.0% |
| Q2 2020 | $2,360,000 | -6.3% | 75,529 | -24.0% | 0.37% | -23.7% |
| Q1 2020 | $2,519,000 | -28.6% | 99,431 | +2.1% | 0.48% | -19.3% |
| Q4 2019 | $3,530,000 | +53.9% | 97,408 | +44.0% | 0.60% | +34.5% |
| Q3 2019 | $2,293,000 | +487.9% | 67,664 | +491.4% | 0.44% | +440.2% |
| Q2 2019 | $390,000 | – | 11,441 | – | 0.08% | – |
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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% |