SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,774,620 | +63.3% | 154,707 | +71.1% | 4.44% | +3.9% |
| Q2 2023 | $4,149,833 | +167.2% | 90,430 | +155.9% | 4.27% | +99.9% |
| Q1 2023 | $1,552,840 | -8.6% | 35,340 | -11.6% | 2.14% | -11.4% |
| Q4 2022 | $1,699,065 | +9.7% | 39,978 | -0.5% | 2.41% | -0.4% |
| Q3 2022 | $1,549,000 | -60.3% | 40,167 | -59.2% | 2.42% | -49.9% |
| Q2 2022 | $3,906,000 | -43.8% | 98,404 | -33.2% | 4.84% | -5.4% |
| Q1 2022 | $6,946,000 | -14.4% | 147,296 | -9.7% | 5.11% | -7.0% |
| Q4 2021 | $8,113,000 | +8.2% | 163,105 | +0.4% | 5.50% | +11.0% |
| Q3 2021 | $7,501,000 | +0.5% | 162,500 | +2.8% | 4.95% | +0.3% |
| Q2 2021 | $7,461,000 | +9.7% | 158,045 | +6.3% | 4.94% | +1.6% |
| Q1 2021 | $6,801,000 | +11.9% | 148,614 | -1.2% | 4.86% | -4.1% |
| Q4 2020 | $6,080,000 | +16.9% | 150,489 | -5.5% | 5.06% | +20.1% |
| Q3 2020 | $5,199,000 | +1979.6% | 159,324 | +1888.1% | 4.22% | +1956.6% |
| Q2 2020 | $250,000 | – | 8,014 | – | 0.20% | – |
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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% |