SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,809,204 | +1.8% | 148,381 | -2.5% | 0.10% | -4.5% |
| Q1 2023 | $6,689,030 | +2.3% | 152,231 | -1.1% | 0.11% | -1.8% |
| Q4 2022 | $6,540,580 | -2.8% | 153,896 | -11.8% | 0.11% | -14.5% |
| Q3 2022 | $6,729,000 | +3.1% | 174,501 | +6.2% | 0.13% | +11.0% |
| Q2 2022 | $6,524,000 | -29.7% | 164,371 | -16.5% | 0.12% | -17.5% |
| Q1 2022 | $9,282,000 | +16.2% | 196,823 | +22.6% | 0.14% | +21.2% |
| Q4 2021 | $7,986,000 | +16.8% | 160,558 | +8.4% | 0.12% | +7.3% |
| Q3 2021 | $6,835,000 | +13.8% | 148,080 | +16.4% | 0.11% | +14.6% |
| Q2 2021 | $6,008,000 | +7.2% | 127,265 | +3.9% | 0.10% | +1.1% |
| Q1 2021 | $5,603,000 | +13.3% | 122,440 | 0.0% | 0.10% | +4.4% |
| Q4 2020 | $4,947,000 | +23.8% | 122,440 | 0.0% | 0.09% | +13.8% |
| Q3 2020 | $3,995,000 | +4.4% | 122,440 | 0.0% | 0.08% | -3.6% |
| Q2 2020 | $3,826,000 | -43.3% | 122,440 | -54.1% | 0.08% | -49.4% |
| Q1 2020 | $6,750,000 | – | 266,480 | – | 0.16% | – |
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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% |