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 | $97,215,773 | +1761055.3% | 2,906,663 | +2316.4% | 1.07% | +7040.0% |
| Q2 2023 | $5,520 | +15.0% | 120,291 | +10.0% | 0.02% | -89.9% |
| Q1 2023 | $4,800 | +158.8% | 109,400 | +150.6% | 0.15% | +1380.0% |
| Q4 2022 | $1,855 | -99.9% | 43,658 | -0.6% | 0.01% | -82.5% |
| Q3 2022 | $1,694,000 | -51.9% | 43,931 | -50.6% | 0.06% | -48.2% |
| Q2 2022 | $3,523,000 | +65.4% | 88,990 | +97.1% | 0.11% | +83.3% |
| Q1 2022 | $2,130,000 | -10.1% | 45,151 | -13.4% | 0.06% | +11.1% |
| Q4 2021 | $2,369,000 | -1.0% | 52,128 | +0.7% | 0.05% | -95.2% |
| Q3 2021 | $2,394,000 | -37.2% | 51,772 | -35.9% | 1.13% | -17.5% |
| Q2 2021 | $3,812,000 | +4.9% | 80,736 | +1.7% | 1.37% | +1745.9% |
| Q1 2021 | $3,634,000 | +42.1% | 79,414 | +25.2% | 0.07% | -96.8% |
| Q4 2020 | $2,557,000 | +364.1% | 63,430 | +191.6% | 2.34% | +116950.0% |
| Q1 2020 | $551,000 | +18266.7% | 21,750 | +27087.5% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | – | 80 | – | 0.00% | – |
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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% |