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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $32,000 | -73.1% | 989 | -74.0% | 0.03% | -72.4% |
| Q2 2020 | $119,000 | +30.8% | 3,811 | 0.0% | 0.12% | 0.0% |
| Q1 2020 | $91,000 | -34.1% | 3,811 | 0.0% | 0.12% | -14.7% |
| Q4 2019 | $138,000 | -45.7% | 3,811 | -48.9% | 0.14% | -48.9% |
| Q2 2019 | $254,000 | -50.8% | 7,459 | -51.8% | 0.27% | -50.5% |
| Q1 2019 | $516,000 | -79.2% | 15,475 | -81.7% | 0.54% | -79.6% |
| Q4 2018 | $2,484,000 | -20.7% | 84,419 | -2.6% | 2.64% | -12.7% |
| Q3 2018 | $3,133,000 | +11.1% | 86,669 | +7.2% | 3.02% | +7.1% |
| Q2 2018 | $2,821,000 | +40.3% | 80,881 | +33.4% | 2.82% | +62.0% |
| Q1 2018 | $2,010,000 | +11.7% | 60,627 | +12.4% | 1.74% | +14.2% |
| Q4 2017 | $1,800,000 | – | 53,943 | – | 1.52% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |