SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,961,109 | +5.3% | 42,735 | +0.9% | 0.64% | +0.8% |
| Q1 2023 | $1,861,914 | +1.2% | 42,374 | -2.1% | 0.63% | -6.1% |
| Q4 2022 | $1,840,420 | +5.0% | 43,304 | -4.8% | 0.67% | -1.2% |
| Q3 2022 | $1,753,000 | +2.8% | 45,464 | +5.9% | 0.68% | +8.1% |
| Q2 2022 | $1,705,000 | -16.0% | 42,947 | -0.2% | 0.63% | -4.5% |
| Q1 2022 | $2,030,000 | -10.2% | 43,053 | -5.3% | 0.66% | -5.8% |
| Q4 2021 | $2,261,000 | +10.8% | 45,457 | +2.8% | 0.70% | +5.9% |
| Q3 2021 | $2,040,000 | +0.7% | 44,204 | +3.0% | 0.66% | -1.6% |
| Q2 2021 | $2,026,000 | -5.8% | 42,925 | -8.6% | 0.67% | -17.0% |
| Q1 2021 | $2,150,000 | +0.2% | 46,983 | -11.5% | 0.81% | -4.0% |
| Q4 2020 | $2,145,000 | +24.5% | 53,097 | +0.6% | 0.84% | +14.2% |
| Q3 2020 | $1,723,000 | -9.7% | 52,799 | -13.5% | 0.74% | -15.0% |
| Q2 2020 | $1,908,000 | +57.4% | 61,066 | +27.6% | 0.87% | +34.8% |
| Q1 2020 | $1,212,000 | -33.0% | 47,851 | -4.2% | 0.65% | -20.0% |
| Q4 2019 | $1,809,000 | +7.6% | 49,930 | +0.6% | 0.81% | -0.1% |
| Q3 2019 | $1,682,000 | +4.9% | 49,637 | +5.4% | 0.81% | +2.8% |
| Q2 2019 | $1,604,000 | -2.0% | 47,083 | -4.1% | 0.79% | -9.3% |
| Q1 2019 | $1,636,000 | +21.6% | 49,082 | +7.3% | 0.87% | +8.0% |
| Q4 2018 | $1,345,000 | -19.7% | 45,726 | -1.3% | 0.80% | -12.0% |
| Q3 2018 | $1,674,000 | +3.2% | 46,305 | -0.4% | 0.91% | -2.8% |
| Q2 2018 | $1,622,000 | +8.3% | 46,509 | +2.9% | 0.94% | +33.8% |
| Q1 2018 | $1,498,000 | -0.8% | 45,189 | -0.4% | 0.70% | -6.3% |
| Q4 2017 | $1,510,000 | – | 45,392 | – | 0.75% | – |
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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% |