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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,763,000 | +36.9% | 122,209 | +44.4% | 1.13% | +55.9% |
| Q4 2021 | $4,211,000 | +19.6% | 84,658 | +11.0% | 0.72% | -5.4% |
| Q3 2021 | $3,521,000 | +2.9% | 76,278 | +5.2% | 0.77% | +1.5% |
| Q2 2021 | $3,423,000 | -11.3% | 72,508 | -14.0% | 0.76% | -40.6% |
| Q1 2021 | $3,858,000 | +37.0% | 84,318 | +20.9% | 1.27% | +55.9% |
| Q4 2020 | $2,817,000 | +23375.0% | 69,715 | +14607.8% | 0.82% | +16220.0% |
| Q1 2020 | $12,000 | -61.3% | 474 | -49.0% | 0.01% | -50.0% |
| Q3 2019 | $31,000 | +342.9% | 929 | +311.1% | 0.01% | +400.0% |
| Q2 2019 | $7,000 | -12.5% | 226 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $8,000 | – | 226 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |