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 | $548,745 | -7.2% | 12,531 | -2.7% | 0.07% | -4.0% |
| Q2 2023 | $591,293 | +4.7% | 12,885 | +0.3% | 0.08% | -2.6% |
| Q1 2023 | $564,644 | +6.3% | 12,850 | +2.8% | 0.08% | +4.1% |
| Q4 2022 | $531,165 | +7.1% | 12,498 | -2.8% | 0.07% | -1.3% |
| Q3 2022 | $496,000 | -2.7% | 12,858 | 0.0% | 0.08% | -5.1% |
| Q2 2022 | $510,000 | -33.3% | 12,858 | -20.7% | 0.08% | -24.0% |
| Q1 2022 | $765,000 | +1.9% | 16,218 | +7.5% | 0.10% | 0.0% |
| Q4 2021 | $751,000 | +8.5% | 15,093 | +0.7% | 0.10% | -1.9% |
| Q3 2021 | $692,000 | -2.1% | 14,982 | 0.0% | 0.11% | -0.9% |
| Q2 2021 | $707,000 | +3.1% | 14,982 | 0.0% | 0.11% | -3.6% |
| Q1 2021 | $686,000 | +52.8% | 14,982 | +34.7% | 0.11% | +32.1% |
| Q4 2020 | $449,000 | -7.6% | 11,121 | -25.3% | 0.08% | -16.8% |
| Q3 2020 | $486,000 | +4.5% | 14,886 | 0.0% | 0.10% | -1.9% |
| Q2 2020 | $465,000 | +23.3% | 14,886 | 0.0% | 0.10% | +4.0% |
| Q1 2020 | $377,000 | -30.1% | 14,886 | 0.0% | 0.10% | -11.6% |
| Q4 2019 | $539,000 | +6.9% | 14,886 | 0.0% | 0.11% | +0.9% |
| Q3 2019 | $504,000 | -0.6% | 14,886 | 0.0% | 0.11% | -2.6% |
| Q2 2019 | $507,000 | +0.6% | 14,886 | -1.5% | 0.11% | -5.0% |
| Q1 2019 | $504,000 | +22.0% | 15,111 | +7.6% | 0.12% | +7.1% |
| Q4 2018 | $413,000 | -24.4% | 14,049 | -7.0% | 0.11% | -10.4% |
| Q3 2018 | $546,000 | +3.6% | 15,111 | 0.0% | 0.12% | -5.3% |
| Q2 2018 | $527,000 | +5.2% | 15,111 | 0.0% | 0.13% | -1.5% |
| Q1 2018 | $501,000 | -0.6% | 15,111 | 0.0% | 0.13% | -1.5% |
| Q4 2017 | $504,000 | +0.4% | 15,111 | +188.4% | 0.14% | -4.9% |
| Q3 2017 | $502,000 | +8.9% | 5,239 | +5.7% | 0.14% | -7.7% |
| Q2 2017 | $461,000 | +2.0% | 4,958 | 0.0% | 0.16% | -4.3% |
| Q1 2017 | $452,000 | +2.7% | 4,958 | 0.0% | 0.16% | -3.6% |
| Q4 2016 | $440,000 | +7.8% | 4,958 | 0.0% | 0.17% | +2.4% |
| Q3 2016 | $408,000 | -11.5% | 4,958 | -16.4% | 0.16% | -14.1% |
| Q2 2016 | $461,000 | +2.2% | 5,931 | -0.3% | 0.19% | -2.1% |
| Q1 2016 | $451,000 | -1.3% | 5,948 | 0.0% | 0.20% | -14.1% |
| Q4 2015 | $457,000 | -6.0% | 5,948 | -6.0% | 0.23% | -15.9% |
| Q3 2015 | $486,000 | -12.0% | 6,326 | 0.0% | 0.27% | -3.6% |
| Q2 2015 | $552,000 | -0.2% | 6,326 | 0.0% | 0.28% | -4.1% |
| Q1 2015 | $553,000 | -2.3% | 6,326 | -5.8% | 0.29% | -3.3% |
| Q4 2014 | $566,000 | +2.2% | 6,712 | 0.0% | 0.30% | -2.3% |
| Q3 2014 | $554,000 | -5.0% | 6,712 | 0.0% | 0.31% | -12.5% |
| Q2 2014 | $583,000 | +4.1% | 6,712 | +0.7% | 0.35% | +5.1% |
| Q1 2014 | $560,000 | +1.8% | 6,663 | 0.0% | 0.34% | -2.6% |
| Q4 2013 | $550,000 | – | 6,663 | – | 0.34% | – |
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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% |