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 | 5,997,776 | $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% |