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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $171,000 | -23.3% | 3,429 | -56.6% | 0.03% | -50.9% |
| Q1 2020 | $223,000 | -21.5% | 7,908 | +0.8% | 0.05% | 0.0% |
| Q4 2019 | $284,000 | +3.3% | 7,848 | -0.1% | 0.05% | -1.9% |
| Q3 2019 | $275,000 | -4.8% | 7,854 | -5.9% | 0.05% | -5.3% |
| Q2 2019 | $289,000 | +1.0% | 8,345 | +0.0% | 0.06% | +1.8% |
| Q1 2019 | $286,000 | -7.4% | 8,343 | -20.5% | 0.06% | -16.4% |
| Q4 2018 | $309,000 | +103.3% | 10,498 | +149.1% | 0.07% | +148.1% |
| Q3 2018 | $152,000 | +4.8% | 4,214 | +1.5% | 0.03% | +3.8% |
| Q2 2018 | $145,000 | +16.9% | 4,152 | +10.9% | 0.03% | +18.2% |
| Q1 2018 | $124,000 | – | 3,745 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |