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 | $732 | -4.6% | 16,702 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $767 | +4.5% | 16,702 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $734 | -3.8% | 16,702 | -6.9% | 0.00% | 0.0% |
| Q4 2022 | $763 | -99.9% | 17,937 | +7.4% | 0.00% | 0.0% |
| Q3 2022 | $643,000 | -3.3% | 16,702 | -0.3% | 0.00% | 0.0% |
| Q2 2022 | $665,000 | +1257.1% | 16,752 | +1513.9% | 0.00% | – |
| Q1 2022 | $49,000 | -7.5% | 1,038 | -2.8% | 0.00% | – |
| Q4 2021 | $53,000 | -35.4% | 1,068 | -39.4% | 0.00% | – |
| Q3 2021 | $82,000 | +1.2% | 1,763 | +2.2% | 0.00% | – |
| Q2 2021 | $81,000 | +2.5% | 1,725 | 0.0% | 0.00% | – |
| Q1 2021 | $79,000 | +12.9% | 1,725 | 0.0% | 0.00% | – |
| Q4 2020 | $70,000 | +25.0% | 1,725 | 0.0% | 0.00% | – |
| Q3 2020 | $56,000 | +3.7% | 1,725 | +0.3% | 0.00% | – |
| Q2 2020 | $54,000 | – | 1,720 | – | 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% |