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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $288,000 | -18.9% | 6,091 | -21.6% | 0.08% | -27.2% |
| Q1 2021 | $355,000 | +8.9% | 7,766 | +1.0% | 0.10% | +8.4% |
| Q4 2020 | $326,000 | +19.9% | 7,690 | -7.7% | 0.10% | -6.9% |
| Q3 2020 | $272,000 | -3.9% | 8,328 | +0.0% | 0.10% | -6.4% |
| Q2 2020 | $283,000 | +2.2% | 8,325 | -14.5% | 0.11% | -12.1% |
| Q1 2020 | $277,000 | -31.6% | 9,732 | -12.8% | 0.12% | -23.9% |
| Q4 2019 | $405,000 | – | 11,158 | – | 0.16% | – |
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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% |