SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530 | +151.2% | 12,100 | +163.0% | 0.00% | – |
| Q2 2023 | $211 | -75.1% | 4,600 | -76.9% | 0.00% | -100.0% |
| Q4 2022 | $846 | -99.9% | 19,900 | +23.6% | 0.00% | 0.0% |
| Q3 2022 | $621,000 | -42.9% | 16,100 | -41.2% | 0.00% | 0.0% |
| Q2 2022 | $1,088,000 | -46.8% | 27,400 | -36.9% | 0.00% | -50.0% |
| Q1 2022 | $2,047,000 | +41.0% | 43,400 | +48.6% | 0.00% | 0.0% |
| Q4 2021 | $1,452,000 | +95.4% | 29,200 | +81.4% | 0.00% | +100.0% |
| Q3 2021 | $743,000 | -58.6% | 16,100 | -57.6% | 0.00% | -50.0% |
| Q2 2021 | $1,794,000 | +34.3% | 38,000 | +30.1% | 0.00% | 0.0% |
| Q1 2021 | $1,336,000 | +52.3% | 29,200 | +34.6% | 0.00% | +100.0% |
| Q4 2020 | $877,000 | -39.6% | 21,700 | -51.2% | 0.00% | 0.0% |
| Q3 2020 | $1,452,000 | +190.4% | 44,500 | +178.1% | 0.00% | – |
| Q2 2020 | $500,000 | – | 16,000 | – | 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% |