SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,494 | -81.8% | 32,549 | -82.6% | 0.31% | -63.8% |
| Q1 2023 | $8,213 | -3.9% | 186,924 | -7.0% | 0.85% | -5.6% |
| Q4 2022 | $8,545 | -99.9% | 201,063 | -4.4% | 0.90% | +0.4% |
| Q3 2022 | $8,110,000 | -13.6% | 210,331 | -11.1% | 0.90% | -5.8% |
| Q2 2022 | $9,391,000 | -40.0% | 236,597 | -28.7% | 0.95% | -19.7% |
| Q1 2022 | $15,653,000 | -5.5% | 331,910 | -5.4% | 1.18% | -26.8% |
| Q2 2021 | $16,564,000 | +2.1% | 350,867 | -1.0% | 1.62% | +9.6% |
| Q1 2021 | $16,219,000 | +12.2% | 354,435 | -0.9% | 1.48% | -19.9% |
| Q4 2020 | $14,455,000 | +19.8% | 357,787 | -3.2% | 1.84% | -4.1% |
| Q3 2020 | $12,066,000 | +3.7% | 369,785 | -0.7% | 1.92% | -7.5% |
| Q2 2020 | $11,634,000 | +19.6% | 372,297 | -3.1% | 2.08% | +44.5% |
| Q1 2020 | $9,729,000 | – | 384,083 | – | 1.44% | – |
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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% |