SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,691 | -10.7% | 11,678 | -3.9% | 0.01% | 0.0% |
| Q2 2023 | $553,776 | -1.6% | 12,155 | -5.1% | 0.01% | 0.0% |
| Q1 2023 | $563,019 | -15.7% | 12,813 | -16.4% | 0.01% | -21.4% |
| Q4 2022 | $668,233 | +1.4% | 15,330 | -8.3% | 0.01% | -6.7% |
| Q3 2022 | $659,000 | -19.7% | 16,711 | -17.3% | 0.02% | -16.7% |
| Q2 2022 | $821,000 | -19.9% | 20,201 | -10.1% | 0.02% | -10.0% |
| Q1 2022 | $1,025,000 | -55.9% | 22,465 | -52.7% | 0.02% | -50.0% |
| Q4 2021 | $2,322,000 | -21.9% | 47,529 | -24.5% | 0.04% | -25.9% |
| Q3 2021 | $2,974,000 | -7.0% | 62,965 | -7.8% | 0.05% | -5.3% |
| Q2 2021 | $3,198,000 | – | 68,314 | – | 0.06% | – |
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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% |