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 | $516,240 | -80.4% | 11,789 | -79.4% | 0.38% | -79.7% |
| Q2 2023 | $2,627,248 | +354.2% | 57,251 | +334.9% | 1.86% | +323.7% |
| Q1 2023 | $578,382 | -48.1% | 13,163 | -49.8% | 0.44% | -61.2% |
| Q4 2022 | $1,113,713 | -3.2% | 26,205 | -12.2% | 1.13% | +19.0% |
| Q3 2022 | $1,151,000 | +2928.9% | 29,851 | +3827.8% | 0.95% | +3289.3% |
| Q4 2021 | $38,000 | -96.0% | 760 | -97.3% | 0.03% | -97.9% |
| Q2 2019 | $961,000 | +13.7% | 28,207 | +11.2% | 1.33% | +5.3% |
| Q1 2019 | $845,000 | +75.3% | 25,357 | +54.9% | 1.26% | +72.1% |
| Q4 2018 | $482,000 | – | 16,374 | – | 0.73% | – |
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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% |