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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,374,000 | +28.7% | 148,809 | +19.9% | 0.39% | +22.8% |
| Q3 2021 | $5,728,000 | +9.4% | 124,092 | +11.8% | 0.32% | +8.1% |
| Q2 2021 | $5,238,000 | -14.3% | 110,954 | -16.9% | 0.30% | -21.3% |
| Q1 2021 | $6,109,000 | +3.5% | 133,511 | -8.6% | 0.38% | -4.3% |
| Q4 2020 | $5,901,000 | +86.7% | 146,066 | +50.8% | 0.39% | +61.1% |
| Q3 2020 | $3,160,000 | -1.7% | 96,848 | -5.9% | 0.24% | -9.0% |
| Q2 2020 | $3,215,000 | -37.4% | 102,906 | -49.3% | 0.27% | -46.9% |
| Q1 2020 | $5,138,000 | +2562.2% | 202,859 | +3692.5% | 0.50% | +3266.7% |
| Q4 2019 | $193,000 | +1.6% | 5,349 | -5.0% | 0.02% | -11.8% |
| Q3 2019 | $190,000 | -52.0% | 5,631 | -51.6% | 0.02% | -50.0% |
| Q2 2019 | $396,000 | -98.3% | 11,640 | -98.3% | 0.03% | -98.4% |
| Q1 2019 | $22,669,000 | – | 680,160 | – | 2.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |