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 | $2,785,149 | -4.3% | 63,602 | +0.3% | 0.80% | -3.0% |
| Q2 2023 | $2,908,944 | +4.5% | 63,389 | +0.1% | 0.83% | -1.9% |
| Q1 2023 | $2,783,555 | +3.4% | 63,349 | +0.1% | 0.84% | -3.1% |
| Q4 2022 | $2,690,840 | +10.3% | 63,314 | +0.1% | 0.87% | -2.7% |
| Q3 2022 | $2,440,000 | -2.8% | 63,277 | +0.1% | 0.90% | -1.6% |
| Q2 2022 | $2,510,000 | -14.5% | 63,233 | +1.6% | 0.91% | -4.5% |
| Q1 2022 | $2,935,000 | -5.1% | 62,239 | +0.0% | 0.95% | -0.8% |
| Q4 2021 | $3,094,000 | -0.5% | 62,211 | -7.6% | 0.96% | -6.8% |
| Q3 2021 | $3,108,000 | -11.1% | 67,323 | -9.1% | 1.03% | -12.0% |
| Q2 2021 | $3,497,000 | +3.2% | 74,080 | +0.0% | 1.17% | -5.4% |
| Q1 2021 | $3,388,000 | +13.3% | 74,049 | +0.0% | 1.24% | +6.6% |
| Q4 2020 | $2,990,000 | – | 74,021 | – | 1.16% | – |
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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% |