SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,645,708 | +8.1% | 39,646 | +22.8% | 0.09% | +12.7% |
Q2 2023 | $1,522,146 | -2.9% | 32,276 | -9.8% | 0.08% | -13.2% |
Q1 2023 | $1,566,838 | -5.3% | 35,781 | +2.2% | 0.09% | -9.9% |
Q4 2022 | $1,654,861 | +32.8% | 35,016 | +19.5% | 0.10% | +13.5% |
Q3 2022 | $1,246,000 | +247.1% | 29,313 | +259.2% | 0.09% | +242.3% |
Q2 2022 | $359,000 | +47.1% | 8,160 | +40.5% | 0.03% | +36.8% |
Q1 2022 | $244,000 | +14.6% | 5,807 | +25.7% | 0.02% | +26.7% |
Q4 2021 | $213,000 | -2.3% | 4,620 | +7.3% | 0.02% | 0.0% |
Q3 2021 | $218,000 | +6.3% | 4,306 | +1.7% | 0.02% | -11.8% |
Q1 2021 | $205,000 | -19.9% | 4,234 | -43.3% | 0.02% | -52.8% |
Q3 2019 | $256,000 | -36.2% | 7,470 | -37.0% | 0.04% | -37.9% |
Q2 2019 | $401,000 | -1.0% | 11,850 | +0.4% | 0.06% | -3.3% |
Q1 2019 | $405,000 | +63.3% | 11,805 | +48.9% | 0.06% | +62.2% |
Q4 2018 | $248,000 | +19.8% | 7,926 | +22.4% | 0.04% | +19.4% |
Q3 2018 | $207,000 | -5.0% | 6,478 | +3.5% | 0.03% | -8.8% |
Q2 2018 | $218,000 | – | 6,261 | – | 0.03% | – |
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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% |