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 | $8,307,596 | -6.1% | 189,710 | -1.6% | 0.10% | -27.8% |
| Q2 2023 | $8,846,412 | -0.3% | 192,774 | -4.5% | 0.14% | -4.6% |
| Q1 2023 | $8,873,823 | +1.8% | 201,954 | -1.6% | 0.15% | -10.7% |
| Q4 2022 | $8,720,939 | +10.5% | 205,198 | +0.2% | 0.17% | -4.5% |
| Q3 2022 | $7,894,000 | -2.9% | 204,745 | -0.1% | 0.18% | +2.9% |
| Q2 2022 | $8,132,000 | -18.1% | 204,988 | -2.6% | 0.17% | +26.5% |
| Q1 2022 | $9,927,000 | +1.0% | 210,503 | +6.5% | 0.14% | -46.9% |
| Q4 2021 | $9,827,000 | +11.1% | 197,571 | +3.1% | 0.26% | +17.4% |
| Q3 2021 | $8,849,000 | -0.5% | 191,705 | +1.7% | 0.22% | -30.8% |
| Q2 2021 | $8,897,000 | +2.7% | 188,462 | -0.5% | 0.32% | -40.8% |
| Q1 2021 | $8,664,000 | +11.5% | 189,344 | -1.5% | 0.53% | +0.2% |
| Q4 2020 | $7,767,000 | +22.7% | 192,255 | -0.9% | 0.53% | -13.2% |
| Q3 2020 | $6,328,000 | +3.1% | 193,924 | -1.3% | 0.61% | -0.5% |
| Q2 2020 | $6,140,000 | +26.5% | 196,454 | +2.4% | 0.62% | -20.4% |
| Q1 2020 | $4,854,000 | – | 191,777 | – | 0.77% | – |
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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% |