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 | 5,749,413 | $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% |