SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,955,807 | +3.6% | 250,182 | +8.6% | 0.03% | +3.6% |
| Q2 2023 | $10,573,100 | +110497.3% | 230,392 | +5.9% | 0.03% | 0.0% |
| Q1 2023 | $9,560 | +16.6% | 217,560 | +12.8% | 0.03% | +7.7% |
| Q4 2022 | $8,197 | -99.4% | 192,860 | +440.9% | 0.03% | +420.0% |
| Q3 2022 | $1,375,000 | +79.7% | 35,655 | +85.0% | 0.01% | +66.7% |
| Q2 2022 | $765,000 | -31.5% | 19,271 | -18.6% | 0.00% | -25.0% |
| Q1 2022 | $1,117,000 | +54.5% | 23,684 | +63.0% | 0.00% | +33.3% |
| Q4 2021 | $723,000 | +45.2% | 14,532 | +34.7% | 0.00% | 0.0% |
| Q3 2021 | $498,000 | -11.5% | 10,789 | -9.5% | 0.00% | 0.0% |
| Q2 2021 | $563,000 | +101.1% | 11,920 | +7.9% | 0.00% | 0.0% |
| Q1 2020 | $280,000 | -27.6% | 11,052 | +3.6% | 0.00% | -25.0% |
| Q4 2019 | $387,000 | -14.4% | 10,671 | -20.0% | 0.00% | -20.0% |
| Q3 2019 | $452,000 | +22.5% | 13,345 | +23.3% | 0.01% | +25.0% |
| Q2 2019 | $369,000 | +2.2% | 10,825 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $361,000 | +41.6% | 10,825 | +53.7% | 0.01% | -28.6% |
| Q3 2018 | $255,000 | +3.7% | 7,043 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $246,000 | – | 7,043 | – | 0.01% | – |
Download | ||||||
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% |