SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,041,000 | +502.0% | 480,498 | +530.6% | 0.01% | +500.0% |
| Q2 2023 | $3,495,000 | -55.8% | 76,196 | -57.6% | 0.00% | -50.0% |
| Q1 2023 | $7,902,000 | +62.8% | 179,820 | +57.4% | 0.00% | +100.0% |
| Q4 2022 | $4,854,000 | +69.3% | 114,213 | +53.6% | 0.00% | 0.0% |
| Q3 2022 | $2,867,000 | +289.0% | 74,358 | +300.5% | 0.00% | – |
| Q2 2022 | $737,000 | -71.4% | 18,566 | -66.0% | 0.00% | -100.0% |
| Q1 2022 | $2,575,000 | -39.6% | 54,599 | -36.3% | 0.00% | 0.0% |
| Q4 2021 | $4,262,000 | +506.3% | 85,683 | +463.1% | 0.00% | – |
| Q3 2021 | $703,000 | -90.2% | 15,216 | -90.0% | 0.00% | -100.0% |
| Q2 2021 | $7,170,000 | +93.4% | 151,847 | +87.4% | 0.00% | +100.0% |
| Q1 2021 | $3,707,000 | +595.5% | 81,014 | +513.2% | 0.00% | – |
| Q4 2020 | $533,000 | +39.5% | 13,211 | +12.8% | 0.00% | – |
| Q3 2020 | $382,000 | +4.4% | 11,708 | -0.1% | 0.00% | – |
| Q2 2020 | $366,000 | -17.8% | 11,725 | -33.3% | 0.00% | – |
| Q1 2020 | $445,000 | -90.4% | 17,586 | -86.3% | 0.00% | -100.0% |
| Q4 2019 | $4,650,000 | +128.1% | 128,344 | +113.3% | 0.00% | +100.0% |
| Q3 2019 | $2,039,000 | -33.7% | 60,168 | -33.4% | 0.00% | 0.0% |
| Q2 2019 | $3,076,000 | -36.8% | 90,298 | -38.1% | 0.00% | -50.0% |
| Q1 2019 | $4,864,000 | +22.7% | 145,927 | +8.3% | 0.00% | 0.0% |
| Q4 2018 | $3,964,000 | -10.2% | 134,746 | +10.4% | 0.00% | 0.0% |
| Q3 2018 | $4,412,000 | +45.3% | 122,048 | +40.2% | 0.00% | +100.0% |
| Q2 2018 | $3,036,000 | +15.2% | 87,027 | +9.5% | 0.00% | 0.0% |
| Q1 2018 | $2,636,000 | +42.2% | 79,480 | +43.0% | 0.00% | 0.0% |
| Q4 2017 | $1,854,000 | +6766.7% | 55,567 | +18422.3% | 0.00% | – |
| Q1 2017 | $27,000 | -98.9% | 300 | -99.0% | 0.00% | -100.0% |
| Q4 2016 | $2,559,000 | +67.0% | 28,830 | +54.9% | 0.00% | 0.0% |
| Q3 2016 | $1,532,000 | +16.2% | 18,616 | +9.8% | 0.00% | 0.0% |
| Q2 2016 | $1,318,000 | -23.0% | 16,952 | -24.9% | 0.00% | 0.0% |
| Q1 2016 | $1,711,000 | -4.2% | 22,584 | -2.9% | 0.00% | 0.0% |
| Q4 2015 | $1,786,000 | -0.5% | 23,255 | -0.6% | 0.00% | 0.0% |
| Q3 2015 | $1,795,000 | -12.9% | 23,388 | -1.0% | 0.00% | 0.0% |
| Q2 2015 | $2,060,000 | -9.2% | 23,628 | -9.0% | 0.00% | -50.0% |
| Q1 2015 | $2,269,000 | +16.6% | 25,975 | +12.6% | 0.00% | +100.0% |
| Q4 2014 | $1,946,000 | +22.9% | 23,065 | +20.3% | 0.00% | 0.0% |
| Q3 2014 | $1,584,000 | -0.1% | 19,180 | +5.0% | 0.00% | 0.0% |
| Q2 2014 | $1,586,000 | -46.8% | 18,264 | -48.5% | 0.00% | -50.0% |
| Q1 2014 | $2,981,000 | +11.5% | 35,465 | +9.5% | 0.00% | 0.0% |
| Q4 2013 | $2,673,000 | -42.0% | 32,387 | -41.4% | 0.00% | -50.0% |
| Q3 2013 | $4,606,000 | +3498.4% | 55,227 | +3195.2% | 0.00% | – |
| Q2 2013 | $128,000 | – | 1,676 | – | 0.00% | – |
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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% |