SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 107 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $243,000 | -12.9% | 5,323 | -4.2% | 0.23% | +10.7% |
| Q4 2021 | $279,000 | +25.1% | 5,559 | -11.9% | 0.20% | +6.8% |
| Q4 2019 | $223,000 | -23.6% | 6,310 | -27.9% | 0.19% | -25.9% |
| Q3 2019 | $292,000 | -1.4% | 8,757 | -1.4% | 0.26% | -0.4% |
| Q2 2019 | $296,000 | +23.3% | 8,878 | +23.8% | 0.26% | +88.4% |
| Q1 2019 | $240,000 | +22.4% | 7,172 | +6.6% | 0.14% | +5.3% |
| Q4 2018 | $196,000 | +0.5% | 6,729 | +23.4% | 0.13% | +36.5% |
| Q3 2018 | $195,000 | +30.9% | 5,453 | +29.2% | 0.10% | +28.0% |
| Q2 2018 | $149,000 | +84.0% | 4,222 | +69.1% | 0.08% | +74.4% |
| Q1 2018 | $81,000 | +326.3% | 2,497 | +314.8% | 0.04% | +330.0% |
| Q4 2017 | $19,000 | – | 602 | – | 0.01% | – |
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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% |