SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 22 filers reported holding SPDR SER TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $43,000 | +138.9% | 860 | +20.8% | 0.00% | – |
| Q1 2020 | $18,000 | -55.0% | 712 | +47.4% | 0.00% | -100.0% |
| Q3 2013 | $40,000 | +8.1% | 483 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $37,000 | +2.8% | 483 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $36,000 | -25.0% | 483 | -33.2% | 0.00% | -50.0% |
| Q4 2012 | $48,000 | +2.1% | 723 | 0.0% | 0.00% | 0.0% |
| Q3 2012 | $47,000 | +6.8% | 723 | 0.0% | 0.00% | 0.0% |
| Q2 2012 | $44,000 | -6.4% | 723 | 0.0% | 0.00% | 0.0% |
| Q1 2012 | $47,000 | +11.9% | 723 | 0.0% | 0.00% | 0.0% |
| Q4 2011 | $42,000 | +13.5% | 723 | 0.0% | 0.00% | 0.0% |
| Q3 2011 | $37,000 | – | 723 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |