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 | $899,735 | -6.9% | 20,547 | -2.4% | 0.14% | 0.0% |
| Q2 2023 | $966,134 | +4.1% | 21,053 | -0.3% | 0.14% | -2.1% |
| Q1 2023 | $928,113 | +6.3% | 21,122 | +2.8% | 0.14% | -5.3% |
| Q4 2022 | $873,209 | +8.5% | 20,546 | -1.6% | 0.15% | +2.7% |
| Q3 2022 | $805,000 | -0.5% | 20,872 | +2.4% | 0.15% | +3.5% |
| Q2 2022 | $809,000 | -37.0% | 20,384 | -21.0% | 0.14% | -13.0% |
| Q1 2022 | $1,284,000 | 0.0% | 25,814 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $1,284,000 | +4.1% | 25,814 | -3.4% | 0.16% | -3.0% |
| Q3 2021 | $1,233,000 | -1.4% | 26,718 | +0.9% | 0.17% | -1.8% |
| Q2 2021 | $1,250,000 | -6.6% | 26,484 | -9.4% | 0.17% | -17.9% |
| Q1 2021 | $1,338,000 | +16.4% | 29,237 | +2.8% | 0.21% | +16.9% |
| Q4 2020 | $1,149,000 | +26.1% | 28,433 | +1.8% | 0.18% | +5.4% |
| Q3 2020 | $911,000 | +10.3% | 27,927 | +5.6% | 0.17% | -2.9% |
| Q2 2020 | $826,000 | +35.6% | 26,436 | +9.9% | 0.17% | -17.6% |
| Q1 2020 | $609,000 | -31.1% | 24,045 | -1.5% | 0.21% | -16.0% |
| Q4 2019 | $884,000 | +4.1% | 24,410 | -2.6% | 0.25% | -4.6% |
| Q3 2019 | $849,000 | +5.7% | 25,056 | +6.4% | 0.26% | +2.3% |
| Q2 2019 | $803,000 | +4.7% | 23,558 | +2.3% | 0.26% | -7.2% |
| Q1 2019 | $767,000 | +17.5% | 23,022 | +3.6% | 0.28% | +1.1% |
| Q4 2018 | $653,000 | -15.9% | 22,214 | +3.4% | 0.27% | -2.2% |
| Q3 2018 | $776,000 | +20.1% | 21,484 | +15.9% | 0.28% | +10.7% |
| Q2 2018 | $646,000 | +19.2% | 18,532 | +13.3% | 0.25% | +11.0% |
| Q1 2018 | $542,000 | – | 16,353 | – | 0.23% | – |
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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% |