SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $290,575 | -8.9% | 6,613 | -11.9% | 0.01% | -81.4% |
| Q4 2022 | $318,835 | -20.9% | 7,502 | -28.3% | 0.04% | -25.9% |
| Q3 2022 | $403,000 | -78.5% | 10,461 | -77.8% | 0.06% | -76.1% |
| Q2 2022 | $1,872,000 | -32.4% | 47,169 | -19.7% | 0.24% | -28.5% |
| Q1 2022 | $2,769,000 | +72.0% | 58,708 | +68.3% | 0.34% | +37.1% |
| Q3 2021 | $1,610,000 | +17.4% | 34,880 | +20.1% | 0.25% | -8.5% |
| Q2 2021 | $1,371,000 | +122.2% | 29,043 | +115.4% | 0.27% | +99.3% |
| Q1 2021 | $617,000 | -61.1% | 13,481 | -65.6% | 0.14% | +466.7% |
| Q4 2020 | $1,586,000 | +165.2% | 39,245 | +114.1% | 0.02% | +118.2% |
| Q3 2020 | $598,000 | -36.2% | 18,328 | -38.9% | 0.01% | -42.1% |
| Q2 2020 | $938,000 | +120.7% | 30,021 | +78.7% | 0.02% | +46.2% |
| Q1 2020 | $425,000 | +1.7% | 16,795 | +45.4% | 0.01% | 0.0% |
| Q4 2019 | $418,000 | -56.5% | 11,548 | -56.6% | 0.01% | -76.4% |
| Q3 2018 | $962,000 | -55.2% | 26,611 | -56.8% | 0.06% | -64.5% |
| Q2 2018 | $2,147,000 | +48.8% | 61,550 | +41.4% | 0.16% | +24.0% |
| Q1 2018 | $1,443,000 | +189.8% | 43,517 | +191.3% | 0.12% | +160.4% |
| Q4 2017 | $498,000 | – | 14,937 | – | 0.05% | – |
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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% |