SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 233 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $614,987 | -4.6% | 14,044 | 0.0% | 0.06% | -9.4% |
| Q2 2023 | $644,479 | +0.2% | 14,044 | -4.1% | 0.06% | -8.6% |
| Q1 2023 | $643,326 | +1.9% | 14,641 | -1.4% | 0.07% | -6.7% |
| Q4 2022 | $631,253 | +10.2% | 14,853 | 0.0% | 0.08% | +1.4% |
| Q3 2022 | $573,000 | -2.9% | 14,853 | 0.0% | 0.07% | -2.6% |
| Q2 2022 | $590,000 | +0.7% | 14,853 | +19.6% | 0.08% | +31.0% |
| Q1 2022 | $586,000 | -5.2% | 12,421 | 0.0% | 0.06% | -10.8% |
| Q4 2021 | $618,000 | +7.9% | 12,421 | 0.0% | 0.06% | -7.1% |
| Q3 2021 | $573,000 | -2.2% | 12,421 | 0.0% | 0.07% | -10.3% |
| Q2 2021 | $586,000 | +1.2% | 12,421 | -1.9% | 0.08% | -11.4% |
| Q1 2021 | $579,000 | +13.1% | 12,661 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $512,000 | +24.0% | 12,661 | 0.0% | 0.09% | +11.2% |
| Q3 2020 | $413,000 | +4.3% | 12,661 | 0.0% | 0.08% | -11.1% |
| Q2 2020 | $396,000 | – | 12,661 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,502,735 | $306,658,000 | 15.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 807,870 | $38,099,000 | 10.10% |
| Measured Wealth Private Client Group, LLC | 485,391 | $22,891,000 | 8.41% |
| Peterson Wealth Advisors, LLC | 510,195 | $24,061,000 | 7.12% |
| Montz Harcus Wealth Management LLC | 158,869 | $7,492,000 | 6.72% |
| New Perspectives, Inc | 181,910 | $8,579,000 | 6.18% |
| Financial Strategies Group, Inc. | 319,629 | $15,074,000 | 6.01% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 147,749 | $6,968,000 | 5.92% |
| ARQ WEALTH ADVISORS, LLC | 185,421 | $8,744,000 | 5.89% |
| Valmark Advisers, Inc. | 6,752,720 | $318,458,000 | 5.61% |