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 | $362,581 | -5.1% | 8,280 | -0.6% | 0.20% | -3.9% |
| Q2 2023 | $382,080 | +1.3% | 8,326 | -3.0% | 0.21% | -4.2% |
| Q1 2023 | $377,005 | -5.8% | 8,580 | -4.5% | 0.22% | -6.9% |
| Q4 2022 | $400,147 | +12.7% | 8,986 | -2.4% | 0.23% | +5.5% |
| Q3 2022 | $355,000 | -4.8% | 9,211 | -1.9% | 0.22% | -3.5% |
| Q2 2022 | $373,000 | -15.2% | 9,390 | -1.8% | 0.23% | -9.9% |
| Q1 2022 | $440,000 | -10.2% | 9,559 | -3.0% | 0.25% | -6.0% |
| Q4 2021 | $490,000 | +1.0% | 9,851 | -1.1% | 0.27% | +0.8% |
| Q3 2021 | $485,000 | +3.9% | 9,959 | -0.6% | 0.27% | -0.4% |
| Q2 2021 | $467,000 | -3.7% | 10,018 | -2.2% | 0.27% | -6.6% |
| Q1 2021 | $485,000 | +0.2% | 10,242 | -10.1% | 0.29% | -5.9% |
| Q4 2020 | $484,000 | +21.6% | 11,396 | -2.7% | 0.30% | +9.0% |
| Q3 2020 | $398,000 | -16.9% | 11,715 | -16.8% | 0.28% | -17.9% |
| Q2 2020 | $479,000 | -18.3% | 14,076 | -32.9% | 0.34% | -28.1% |
| Q1 2020 | $586,000 | -34.8% | 20,968 | -15.8% | 0.47% | -26.7% |
| Q4 2019 | $899,000 | +5.6% | 24,888 | -1.9% | 0.64% | -6.9% |
| Q3 2019 | $851,000 | – | 25,362 | – | 0.69% | – |
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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% |