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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |