SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,200,241 | -9.5% | 118,754 | -5.1% | 2.18% | -10.2% |
Q2 2023 | $5,744,545 | +19.2% | 125,181 | +14.1% | 2.42% | +10.4% |
Q1 2023 | $4,819,138 | +6.6% | 109,675 | +3.1% | 2.20% | +2.2% |
Q4 2022 | $4,520,785 | +22.3% | 106,371 | +11.0% | 2.15% | +9.6% |
Q3 2022 | $3,696,000 | +12.1% | 95,840 | +15.4% | 1.96% | +5.4% |
Q2 2022 | $3,298,000 | -10.7% | 83,081 | +6.1% | 1.86% | +3.3% |
Q1 2022 | $3,692,000 | +3.2% | 78,276 | +8.8% | 1.80% | -1.0% |
Q4 2021 | $3,578,000 | +121.3% | 71,924 | +105.3% | 1.82% | +88.3% |
Q3 2021 | $1,617,000 | +306.3% | 35,028 | +315.6% | 0.96% | +272.6% |
Q2 2021 | $398,000 | – | 8,429 | – | 0.26% | – |
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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% |