SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,028 | -5.2% | 6,692 | -0.7% | 0.06% | 0.0% |
| Q2 2023 | $309,175 | +8.1% | 6,737 | +0.4% | 0.06% | -36.0% |
| Q1 2023 | $286,045 | -4.9% | 6,707 | +1.1% | 0.09% | -7.3% |
| Q4 2022 | $300,877 | +17.5% | 6,635 | -0.3% | 0.10% | -4.0% |
| Q3 2022 | $256,000 | -6.2% | 6,653 | -3.4% | 0.10% | -36.3% |
| Q2 2022 | $273,000 | -18.3% | 6,886 | -2.7% | 0.16% | -7.6% |
| Q1 2022 | $334,000 | -27.2% | 7,080 | -23.2% | 0.17% | -36.3% |
| Q4 2021 | $459,000 | +8.3% | 9,222 | +0.4% | 0.27% | +37.6% |
| Q3 2021 | $424,000 | +20.8% | 9,188 | +23.6% | 0.19% | +26.8% |
| Q2 2021 | $351,000 | – | 7,436 | – | 0.15% | – |
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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% |