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 | $831,450 | -11.5% | 19,458 | -4.6% | 0.28% | -16.2% |
| Q2 2023 | $939,917 | -3.7% | 20,406 | -9.7% | 0.33% | -16.3% |
| Q1 2023 | $976,495 | +0.6% | 22,594 | -0.1% | 0.39% | -9.3% |
| Q4 2022 | $970,818 | +2.6% | 22,609 | -1.5% | 0.43% | -7.5% |
| Q3 2022 | $946,000 | +0.4% | 22,960 | -2.1% | 0.47% | -6.8% |
| Q2 2022 | $942,000 | -14.7% | 23,460 | +0.6% | 0.50% | -10.7% |
| Q1 2022 | $1,104,000 | -5.7% | 23,315 | -0.2% | 0.56% | +4.5% |
| Q4 2021 | $1,171,000 | +1.4% | 23,361 | -5.6% | 0.54% | -8.2% |
| Q3 2021 | $1,155,000 | +3.2% | 24,749 | +5.0% | 0.58% | +2.8% |
| Q2 2021 | $1,119,000 | +21.6% | 23,578 | +23.2% | 0.57% | +19.3% |
| Q1 2021 | $920,000 | +21.1% | 19,142 | +9.0% | 0.48% | +1.9% |
| Q4 2020 | $760,000 | – | 17,566 | – | 0.47% | – |
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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% |