SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $277,677 | -8.1% | 7,201 | -5.4% | 0.01% | 0.0% |
| Q2 2022 | $302,266 | -19.6% | 7,616 | -4.5% | 0.01% | -7.7% |
| Q1 2022 | $376,119 | -4.3% | 7,975 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $392,906 | +14.4% | 7,899 | +6.2% | 0.01% | 0.0% |
| Q3 2021 | $343,461 | +4.9% | 7,441 | +7.3% | 0.01% | 0.0% |
| Q2 2021 | $327,509 | +5.3% | 6,937 | +2.0% | 0.01% | -7.1% |
| Q1 2021 | $311,163 | +17.4% | 6,800 | +3.7% | 0.01% | 0.0% |
| Q4 2020 | $264,938 | +53.9% | 6,558 | +24.3% | 0.01% | +40.0% |
| Q3 2020 | $172,123 | -8.8% | 5,275 | -12.6% | 0.01% | -16.7% |
| Q2 2020 | $188,656 | +53.9% | 6,037 | +24.7% | 0.01% | +20.0% |
| Q1 2020 | $122,597 | -28.0% | 4,840 | +3.0% | 0.01% | -16.7% |
| Q4 2019 | $170,281 | +22.3% | 4,700 | +14.4% | 0.01% | +9.1% |
| Q3 2019 | $139,288 | +788.8% | 4,110 | +793.5% | 0.01% | +1000.0% |
| Q2 2019 | $15,672 | +2.2% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,332 | – | 460 | – | 0.00% | – |
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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% |