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 | $1,474,422 | -63.5% | 33,672 | -46.0% | 0.07% | -25.8% |
| Q2 2023 | $4,038,274 | +29.3% | 62,408 | +66.9% | 0.09% | -34.6% |
| Q1 2023 | $3,122,272 | +12622.7% | 37,386 | -87.2% | 0.14% | -79.3% |
| Q4 2022 | $24,541 | -99.9% | 293,118 | -2.2% | 0.66% | +0.3% |
| Q3 2022 | $25,111,000 | +30.1% | 299,841 | +29.9% | 0.65% | +7.7% |
| Q2 2022 | $19,307,000 | -22.5% | 230,799 | -22.5% | 0.61% | +95.2% |
| Q1 2022 | $24,926,000 | +664.4% | 297,924 | +355.8% | 0.31% | +385.9% |
| Q4 2021 | $3,261,000 | +28.9% | 65,361 | +20.1% | 0.06% | +25.5% |
| Q3 2021 | $2,530,000 | +3.0% | 54,443 | +4.4% | 0.05% | 0.0% |
| Q2 2021 | $2,457,000 | +70.0% | 52,144 | +64.9% | 0.05% | +82.1% |
| Q1 2021 | $1,445,000 | +77.7% | 31,618 | +57.9% | 0.03% | -15.2% |
| Q4 2020 | $813,000 | +20.3% | 20,029 | -3.1% | 0.03% | -17.5% |
| Q3 2020 | $676,000 | -41.1% | 20,672 | -44.4% | 0.04% | -56.0% |
| Q2 2020 | $1,147,000 | -12.0% | 37,195 | -26.3% | 0.09% | -31.1% |
| Q1 2020 | $1,304,000 | -67.5% | 50,448 | -54.6% | 0.13% | -56.3% |
| Q4 2019 | $4,018,000 | -46.9% | 111,046 | -50.5% | 0.30% | -40.4% |
| Q3 2019 | $7,566,000 | +10708.6% | 224,387 | +10580.0% | 0.51% | +4970.0% |
| Q1 2019 | $70,000 | -97.9% | 2,101 | -98.1% | 0.01% | -95.0% |
| Q4 2018 | $3,264,000 | -35.8% | 111,827 | -20.5% | 0.20% | -3.9% |
| Q3 2018 | $5,083,000 | +61.4% | 140,599 | +55.7% | 0.21% | +56.8% |
| Q2 2018 | $3,149,000 | +215.5% | 90,274 | +201.9% | 0.13% | +193.3% |
| Q1 2018 | $998,000 | 0.0% | 29,902 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $998,000 | +99700.0% | 29,902 | +332144.4% | 0.04% | – |
| Q4 2016 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | -98.6% | 9 | -99.6% | 0.00% | -100.0% |
| Q1 2016 | $70,000 | – | 2,101 | – | 0.01% | – |
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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% |