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 | $380,229 | -4.9% | 8,683 | -0.3% | 0.25% | -6.1% |
| Q2 2023 | $399,840 | +4.4% | 8,713 | 0.0% | 0.26% | +2.7% |
| Q1 2023 | $382,849 | +3.4% | 8,713 | 0.0% | 0.26% | -5.5% |
| Q4 2022 | $370,303 | +8.3% | 8,713 | -1.7% | 0.27% | -1.5% |
| Q3 2022 | $342,000 | -4.7% | 8,863 | -2.0% | 0.28% | -1.1% |
| Q2 2022 | $359,000 | -15.7% | 9,040 | 0.0% | 0.28% | +8.6% |
| Q1 2022 | $426,000 | +191.8% | 9,040 | +207.9% | 0.26% | +208.4% |
| Q4 2021 | $146,000 | +7.4% | 2,936 | 0.0% | 0.08% | +1.2% |
| Q3 2021 | $136,000 | -12.8% | 2,936 | -11.0% | 0.08% | -15.5% |
| Q2 2021 | $156,000 | +3.3% | 3,299 | 0.0% | 0.10% | -7.6% |
| Q1 2021 | $151,000 | -59.3% | 3,299 | -64.1% | 0.10% | -61.7% |
| Q4 2020 | $371,000 | – | 9,195 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |