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 2022 | $945,000 | -9.3% | 24,500 | -6.7% | 0.02% | -4.2% |
| Q2 2022 | $1,042,000 | -31.4% | 26,257 | -18.6% | 0.02% | -22.6% |
| Q1 2022 | $1,520,000 | -5.2% | 32,239 | 0.0% | 0.03% | -6.1% |
| Q4 2021 | $1,604,000 | -1.6% | 32,239 | -8.7% | 0.03% | -5.7% |
| Q3 2021 | $1,630,000 | +17.8% | 35,303 | +20.4% | 0.04% | +16.7% |
| Q2 2021 | $1,384,000 | +3.1% | 29,321 | 0.0% | 0.03% | -3.2% |
| Q1 2021 | $1,342,000 | +20.5% | 29,321 | +6.4% | 0.03% | +10.7% |
| Q4 2020 | $1,114,000 | – | 27,564 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |