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 | $740,957 | -5.9% | 16,921 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $787,612 | +4.5% | 17,163 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $753,818 | +16.0% | 17,156 | +12.2% | 0.00% | 0.0% |
| Q4 2022 | $649,835 | +3.1% | 15,290 | -6.4% | 0.00% | 0.0% |
| Q3 2022 | $630,000 | +2.4% | 16,334 | +5.4% | 0.00% | 0.0% |
| Q2 2022 | $615,000 | -15.1% | 15,503 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $724,000 | +105.1% | 15,351 | +116.3% | 0.00% | 0.0% |
| Q4 2021 | $353,000 | +7.6% | 7,097 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $328,000 | 0.0% | 7,097 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $328,000 | -8.9% | 6,951 | -11.7% | 0.00% | 0.0% |
| Q1 2021 | $360,000 | +28.1% | 7,873 | +13.3% | 0.00% | 0.0% |
| Q4 2020 | $281,000 | – | 6,951 | – | 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% |