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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,586 | +1.4% | 6,202 | +6.3% | 0.01% | 0.0% |
| Q2 2023 | $267,722 | +31.2% | 5,834 | +13.7% | 0.01% | -25.0% |
| Q2 2022 | $204,000 | -49.1% | 5,130 | -39.7% | 0.01% | -40.0% |
| Q1 2022 | $401,000 | -10.9% | 8,507 | -6.1% | 0.02% | -9.1% |
| Q4 2021 | $450,000 | +12.5% | 9,056 | +4.4% | 0.02% | 0.0% |
| Q3 2021 | $400,000 | -13.2% | 8,673 | -11.1% | 0.02% | -21.4% |
| Q2 2021 | $461,000 | +40.1% | 9,757 | +35.7% | 0.03% | +21.7% |
| Q1 2021 | $329,000 | +53.0% | 7,192 | +35.1% | 0.02% | +43.8% |
| Q4 2020 | $215,000 | -99.9% | 5,323 | -17.3% | 0.02% | -11.1% |
| Q3 2020 | $210,000,000 | – | 6,440 | – | 0.02% | – |
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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% |