SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,925 | +25.7% | 1,505 | +31.7% | 0.01% | +50.0% |
| Q2 2023 | $52,452 | -16.4% | 1,143 | -20.0% | 0.00% | -33.3% |
| Q1 2023 | $62,746 | +247.4% | 1,428 | +236.0% | 0.01% | +200.0% |
| Q4 2022 | $18,063 | +12.9% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -15.8% | 425 | -12.6% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -62.0% | 486 | -54.1% | 0.00% | -33.3% |
| Q1 2022 | $50,000 | +8.7% | 1,058 | +15.0% | 0.00% | 0.0% |
| Q4 2021 | $46,000 | -40.3% | 920 | -44.7% | 0.00% | -40.0% |
| Q3 2021 | $77,000 | +492.3% | 1,664 | +490.1% | 0.01% | +400.0% |
| Q2 2021 | $13,000 | 0.0% | 282 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +18.2% | 282 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 282 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | -10.0% | 282 | -13.8% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -68.8% | 327 | -74.2% | 0.00% | -66.7% |
| Q1 2020 | $32,000 | -93.8% | 1,267 | -91.1% | 0.00% | -93.2% |
| Q4 2019 | $515,000 | +25.0% | 14,219 | +17.1% | 0.04% | +15.8% |
| Q3 2019 | $412,000 | +36.4% | 12,146 | +36.9% | 0.04% | +15.2% |
| Q2 2019 | $302,000 | -12.7% | 8,872 | -14.6% | 0.03% | -21.4% |
| Q1 2019 | $346,000 | +24.9% | 10,389 | +10.3% | 0.04% | +10.5% |
| Q4 2018 | $277,000 | +443.1% | 9,420 | +562.9% | 0.04% | +533.3% |
| Q3 2018 | $51,000 | +4.1% | 1,421 | +1.7% | 0.01% | -14.3% |
| Q2 2018 | $49,000 | +81.5% | 1,397 | +70.0% | 0.01% | +75.0% |
| Q1 2018 | $27,000 | – | 822 | – | 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% |