SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 211 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,214,000 | -4.4% | 159,803 | -8.4% | 0.84% | -11.8% |
| Q2 2020 | $5,453,000 | +26.4% | 174,480 | +2.4% | 0.95% | +7.1% |
| Q1 2020 | $4,315,000 | -19.2% | 170,369 | +15.6% | 0.88% | -5.7% |
| Q4 2019 | $5,338,000 | +11.7% | 147,330 | +4.5% | 0.94% | +7.1% |
| Q3 2019 | $4,780,000 | +2.8% | 141,044 | +3.3% | 0.88% | +2.8% |
| Q2 2019 | $4,652,000 | -0.7% | 136,534 | -2.9% | 0.85% | -6.2% |
| Q1 2019 | $4,687,000 | +2208.9% | 140,618 | +2406.1% | 0.91% | +2011.6% |
| Q3 2018 | $203,000 | – | 5,611 | – | 0.04% | – |
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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% |