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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,911 | -93.0% | 89 | -93.2% | 0.00% | – |
| Q4 2022 | $55,590 | +15.8% | 1,308 | +4.1% | 0.00% | – |
| Q3 2022 | $48,000 | +84.6% | 1,257 | +90.2% | 0.00% | – |
| Q2 2022 | $26,000 | +4.0% | 661 | +22.6% | 0.00% | – |
| Q1 2022 | $25,000 | -16.7% | 539 | -11.5% | 0.00% | – |
| Q4 2021 | $30,000 | -21.1% | 609 | -26.1% | 0.00% | – |
| Q3 2021 | $38,000 | -2.6% | 824 | -1.3% | 0.00% | – |
| Q2 2021 | $39,000 | +225.0% | 835 | +209.3% | 0.00% | – |
| Q1 2021 | $12,000 | +20.0% | 270 | +11.6% | 0.00% | – |
| Q4 2020 | $10,000 | +25.0% | 242 | -2.8% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 249 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +14.3% | 249 | -13.5% | 0.00% | – |
| Q1 2020 | $7,000 | -30.0% | 288 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | +42.9% | 288 | +48.5% | 0.00% | – |
| Q3 2019 | $7,000 | +133.3% | 194 | +102.1% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 96 | +10.3% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 87 | +200.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | -40.0% | 29 | -56.1% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q4 2015 | $5,000 | – | 66 | – | 0.00% | – |
Download | ||||||
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% |