SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $582,579 | -2.2% | 13,618 | -2.9% | 0.21% | +7.0% |
| Q1 2023 | $595,782 | +9.6% | 14,018 | -0.6% | 0.20% | +13.1% |
| Q4 2022 | $543,780 | -0.0% | 14,102 | 0.0% | 0.18% | -0.6% |
| Q3 2022 | $544,000 | +164.1% | 14,102 | +172.0% | 0.18% | +139.2% |
| Q2 2022 | $206,000 | -17.9% | 5,185 | -2.7% | 0.07% | -15.9% |
| Q1 2022 | $251,000 | -9.1% | 5,330 | -4.0% | 0.09% | -16.2% |
| Q4 2021 | $276,000 | +7.0% | 5,553 | -0.6% | 0.10% | -9.5% |
| Q3 2021 | $258,000 | -6.9% | 5,584 | -4.9% | 0.12% | -2.5% |
| Q2 2021 | $277,000 | +1.1% | 5,871 | -2.1% | 0.12% | -4.0% |
| Q1 2021 | $274,000 | – | 5,995 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |