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 | $323,479 | -20.5% | 7,387 | -16.7% | 0.10% | -17.5% |
| Q2 2023 | $406,873 | +4.4% | 8,866 | +0.0% | 0.12% | 0.0% |
| Q1 2023 | $389,546 | +3.4% | 8,865 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $376,748 | +8.3% | 8,865 | -1.7% | 0.12% | -0.8% |
| Q3 2022 | $348,000 | -2.5% | 9,021 | +0.2% | 0.12% | +1.6% |
| Q2 2022 | $357,000 | -16.8% | 9,000 | -1.1% | 0.12% | -1.6% |
| Q1 2022 | $429,000 | -3.8% | 9,101 | +1.4% | 0.12% | -0.8% |
| Q4 2021 | $446,000 | +9.9% | 8,976 | +4.3% | 0.12% | -9.4% |
| Q3 2021 | $406,000 | 0.0% | 8,604 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $406,000 | +3.0% | 8,604 | 0.0% | 0.14% | -4.2% |
| Q1 2021 | $394,000 | +25.1% | 8,604 | +10.5% | 0.14% | +14.3% |
| Q4 2020 | $315,000 | +25.5% | 7,786 | +1.3% | 0.13% | +9.6% |
| Q3 2020 | $251,000 | +6.4% | 7,684 | +1.8% | 0.12% | -0.9% |
| Q2 2020 | $236,000 | +10.3% | 7,549 | +228.6% | 0.12% | -23.7% |
| Q2 2017 | $214,000 | +0.5% | 2,297 | -1.6% | 0.15% | -6.7% |
| Q1 2017 | $213,000 | +6.5% | 2,335 | +3.4% | 0.16% | +2.5% |
| Q4 2016 | $200,000 | – | 2,259 | – | 0.16% | – |
Download | ||||||
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% |