SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 218 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,830 | -2.0% | 8,103 | +2.7% | 0.11% | +2.9% |
| Q2 2023 | $362,210 | +46.5% | 7,893 | +40.3% | 0.10% | +45.8% |
| Q1 2023 | $247,206 | +5.8% | 5,626 | +2.3% | 0.07% | +4.3% |
| Q4 2022 | $233,750 | +168.7% | 5,500 | +144.9% | 0.07% | +155.6% |
| Q3 2022 | $87,000 | 0.0% | 2,246 | +2.0% | 0.03% | +12.5% |
| Q2 2022 | $87,000 | +17.6% | 2,203 | +40.1% | 0.02% | +26.3% |
| Q1 2022 | $74,000 | +19.4% | 1,572 | +4.4% | 0.02% | +5.6% |
| Q4 2021 | $62,000 | +1.6% | 1,506 | +13.8% | 0.02% | +12.5% |
| Q3 2021 | $61,000 | 0.0% | 1,323 | +2.2% | 0.02% | -5.9% |
| Q2 2021 | $61,000 | 0.0% | 1,294 | -3.3% | 0.02% | 0.0% |
| Q1 2021 | $61,000 | +3.4% | 1,338 | -8.9% | 0.02% | 0.0% |
| Q4 2020 | $59,000 | +28.3% | 1,469 | +5.3% | 0.02% | +13.3% |
| Q3 2020 | $46,000 | +12.2% | 1,395 | +7.1% | 0.02% | +7.1% |
| Q2 2020 | $41,000 | +20.6% | 1,302 | -3.0% | 0.01% | +7.7% |
| Q1 2020 | $34,000 | -35.8% | 1,342 | -8.1% | 0.01% | -18.8% |
| Q4 2019 | $53,000 | +20.5% | 1,460 | +12.9% | 0.02% | +6.7% |
| Q3 2019 | $44,000 | +388.9% | 1,293 | +409.1% | 0.02% | +400.0% |
| Q2 2019 | $9,000 | +12.5% | 254 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 254 | +11.9% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | – | 227 | +11250.0% | 0.00% | – |
| Q3 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |