SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 219 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,711,091 | -10.1% | 176,093 | -5.8% | 0.14% | -9.6% |
| Q2 2023 | $8,575,135 | +2.8% | 186,863 | -1.5% | 0.16% | -15.2% |
| Q1 2023 | $8,337,830 | +0.4% | 189,755 | -2.9% | 0.18% | -10.7% |
| Q4 2022 | $8,307,757 | +15.3% | 195,476 | +4.6% | 0.21% | 0.0% |
| Q3 2022 | $7,204,000 | +0.2% | 186,808 | +3.2% | 0.21% | +1.0% |
| Q2 2022 | $7,187,000 | -18.3% | 181,078 | -2.9% | 0.20% | -8.9% |
| Q1 2022 | $8,797,000 | -5.3% | 186,542 | -0.1% | 0.22% | -3.9% |
| Q4 2021 | $9,290,000 | +9.4% | 186,772 | +1.5% | 0.23% | -4.9% |
| Q3 2021 | $8,493,000 | +4.5% | 183,990 | +6.2% | 0.24% | -6.8% |
| Q2 2021 | $8,131,000 | +11.7% | 173,314 | +8.9% | 0.26% | -7.1% |
| Q1 2021 | $7,280,000 | +22.5% | 159,093 | +8.2% | 0.28% | +7.2% |
| Q4 2020 | $5,941,000 | +28.4% | 147,045 | +8.0% | 0.26% | -2.2% |
| Q3 2020 | $4,626,000 | +22.5% | 136,215 | +11.0% | 0.27% | +5.1% |
| Q2 2020 | $3,776,000 | +9.2% | 122,707 | -1.0% | 0.26% | -7.9% |
| Q1 2020 | $3,457,000 | +11.2% | 123,915 | +44.4% | 0.28% | +10.7% |
| Q4 2019 | $3,108,000 | +14.9% | 85,798 | +11.3% | 0.25% | +12.5% |
| Q3 2019 | $2,704,000 | +8.9% | 77,076 | +4.1% | 0.22% | -5.1% |
| Q2 2019 | $2,484,000 | +70.1% | 74,014 | +69.0% | 0.24% | +108.8% |
| Q1 2019 | $1,460,000 | +44.4% | 43,793 | +43.0% | 0.11% | -14.4% |
| Q4 2018 | $1,011,000 | – | 30,632 | – | 0.13% | – |
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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% |