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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,289,543 | -2.1% | 52,285 | +2.6% | 0.67% | +3.2% |
| Q2 2023 | $2,337,506 | +5.5% | 50,937 | +1.0% | 0.65% | +0.8% |
| Q1 2023 | $2,215,688 | +1.6% | 50,425 | -1.7% | 0.64% | -6.5% |
| Q4 2022 | $2,181,038 | +9.2% | 51,319 | -0.9% | 0.69% | +2.8% |
| Q3 2022 | $1,997,000 | +0.5% | 51,797 | +3.4% | 0.67% | +1.7% |
| Q2 2022 | $1,988,000 | -15.9% | 50,099 | -0.1% | 0.66% | -1.9% |
| Q1 2022 | $2,365,000 | -5.7% | 50,139 | -0.6% | 0.67% | +2.0% |
| Q4 2021 | $2,509,000 | +8.6% | 50,451 | +0.8% | 0.66% | +4.3% |
| Q3 2021 | $2,310,000 | -1.2% | 50,037 | +1.0% | 0.63% | -11.9% |
| Q2 2021 | $2,338,000 | +0.6% | 49,527 | -2.5% | 0.72% | -3.6% |
| Q1 2021 | $2,324,000 | +20.4% | 50,783 | +6.2% | 0.74% | +10.6% |
| Q4 2020 | $1,931,000 | +33.7% | 47,805 | +8.0% | 0.67% | -0.1% |
| Q3 2020 | $1,444,000 | +6.4% | 44,260 | +1.9% | 0.67% | -0.7% |
| Q2 2020 | $1,357,000 | +39.6% | 43,430 | +13.1% | 0.68% | +14.1% |
| Q1 2020 | $972,000 | -26.2% | 38,391 | +5.6% | 0.59% | +2.9% |
| Q4 2019 | $1,317,000 | +5.4% | 36,363 | -1.4% | 0.58% | -8.0% |
| Q3 2019 | $1,250,000 | +0.5% | 36,874 | +1.0% | 0.63% | +0.6% |
| Q2 2019 | $1,244,000 | +9.9% | 36,506 | +7.5% | 0.62% | +8.0% |
| Q1 2019 | $1,132,000 | +11.6% | 33,968 | -1.4% | 0.58% | +5.1% |
| Q4 2018 | $1,014,000 | -22.0% | 34,450 | -4.2% | 0.55% | -13.0% |
| Q3 2018 | $1,300,000 | +19.9% | 35,950 | +15.6% | 0.63% | +29.3% |
| Q2 2018 | $1,084,000 | +15.0% | 31,088 | +9.4% | 0.49% | +9.9% |
| Q1 2018 | $943,000 | +578.4% | 28,425 | +584.1% | 0.44% | +604.8% |
| Q4 2017 | $139,000 | – | 4,155 | – | 0.06% | – |
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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% |