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 | $1,873,412 | -1.9% | 42,781 | +2.8% | 0.03% | -2.9% |
| Q2 2023 | $1,909,162 | -44.7% | 41,603 | -47.1% | 0.03% | -47.7% |
| Q1 2023 | $3,455,429 | +85.1% | 78,640 | +98.7% | 0.06% | +97.0% |
| Q1 2022 | $1,867,000 | +1.4% | 39,580 | +6.9% | 0.03% | 0.0% |
| Q4 2021 | $1,842,000 | +265.5% | 37,036 | +86.3% | 0.03% | -15.4% |
| Q1 2020 | $504,000 | -96.0% | 19,881 | -94.3% | 0.04% | -88.7% |
| Q4 2019 | $12,731,000 | +8.3% | 351,388 | +1.3% | 0.34% | -17.7% |
| Q3 2019 | $11,753,000 | +9.7% | 346,798 | +5.5% | 0.42% | +4.8% |
| Q2 2019 | $10,716,000 | +2009.4% | 328,600 | +2057.7% | 0.40% | +1804.8% |
| Q1 2019 | $508,000 | -61.5% | 15,229 | -66.0% | 0.02% | -63.8% |
| Q4 2018 | $1,318,000 | -1.4% | 44,797 | +21.1% | 0.06% | +9.4% |
| Q3 2018 | $1,337,000 | +13.9% | 36,986 | +9.9% | 0.05% | +1.9% |
| Q2 2018 | $1,174,000 | +10.7% | 33,651 | +5.2% | 0.05% | +2.0% |
| Q1 2018 | $1,061,000 | – | 32,002 | – | 0.05% | – |
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% |