SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 23 filers reported holding SPDR SER TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $8,000,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2015 | $8,000,000 | +99900.0% | 100 | 0.0% | 0.00% | – |
| Q3 2015 | $8,000 | -100.0% | 100 | -66.7% | 0.00% | – |
| Q2 2015 | $26,160,000 | -0.2% | 300 | 0.0% | 0.00% | – |
| Q1 2015 | $26,208,000 | +3.5% | 300 | 0.0% | 0.00% | – |
| Q4 2014 | $25,314,000 | +2.2% | 300 | 0.0% | 0.00% | – |
| Q3 2014 | $24,768,000 | -4.9% | 300 | 0.0% | 0.00% | – |
| Q2 2014 | $26,037,000 | +3.2% | 300 | 0.0% | 0.00% | – |
| Q1 2014 | $25,221,000 | +1.8% | 300 | 0.0% | 0.00% | – |
| Q4 2013 | $24,765,000 | -1.0% | 300 | 0.0% | 0.00% | – |
| Q3 2013 | $25,023,000 | +9.6% | 300 | 0.0% | 0.00% | – |
| Q2 2013 | $22,821,000 | – | 300 | – | 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% |