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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $144,594,000 | +964.1% | 2,907,013 | +887.5% | 4.27% | +1100.0% |
| Q3 2021 | $13,588,000 | -86.0% | 294,370 | -85.7% | 0.36% | -87.6% |
| Q2 2021 | $96,867,000 | -32.9% | 2,051,842 | -35.0% | 2.88% | -45.7% |
| Q1 2021 | $144,433,000 | +658.1% | 3,156,299 | +440.6% | 5.30% | +680.1% |
| Q3 2020 | $19,052,000 | +142.1% | 583,890 | +131.9% | 0.68% | +250.5% |
| Q2 2020 | $7,870,000 | +959.2% | 251,835 | +759.1% | 0.19% | +438.9% |
| Q1 2020 | $743,000 | -98.7% | 29,315 | -98.2% | 0.04% | -99.0% |
| Q4 2017 | $55,488,000 | – | 1,650,930 | – | 3.46% | – |
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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% |