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 | $2,330 | +1.5% | 53,234 | +6.4% | 0.26% | +6.5% |
| Q2 2023 | $2,296 | +14.1% | 50,029 | +9.2% | 0.25% | +5.5% |
| Q1 2023 | $2,012 | +12.7% | 45,797 | +8.9% | 0.24% | +24.3% |
| Q4 2022 | $1,786 | -99.9% | 42,036 | +23.5% | 0.19% | +32.2% |
| Q3 2022 | $1,312,000 | +20.3% | 34,029 | +23.8% | 0.14% | -2.1% |
| Q2 2022 | $1,091,000 | -73.1% | 27,487 | -68.0% | 0.15% | -59.0% |
| Q1 2022 | $4,054,000 | -5.0% | 85,934 | +0.2% | 0.36% | +2.3% |
| Q4 2021 | $4,267,000 | +268.5% | 85,776 | +241.4% | 0.35% | +266.3% |
| Q3 2021 | $1,158,000 | -41.4% | 25,124 | -39.9% | 0.10% | -62.0% |
| Q2 2021 | $1,977,000 | +45.6% | 41,835 | +41.2% | 0.25% | +17.9% |
| Q1 2021 | $1,358,000 | +11.7% | 29,630 | -2.0% | 0.21% | +8.7% |
| Q4 2020 | $1,216,000 | +35.1% | 30,222 | +9.5% | 0.20% | -28.3% |
| Q3 2020 | $900,000 | +20.0% | 27,612 | +15.2% | 0.27% | -12.3% |
| Q2 2020 | $750,000 | -27.0% | 23,969 | -15.5% | 0.31% | -43.8% |
| Q4 2019 | $1,027,000 | -58.4% | 28,359 | -61.0% | 0.55% | -0.5% |
| Q3 2019 | $2,467,000 | – | 72,786 | – | 0.56% | – |
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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% |