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 | $2,114,100 | +286.7% | 48,278 | +305.3% | 0.02% | +260.0% |
| Q2 2023 | $546,681 | +17.2% | 11,913 | +12.2% | 0.01% | +25.0% |
| Q1 2023 | $466,311 | -41.0% | 10,613 | -42.9% | 0.00% | -42.9% |
| Q4 2022 | $790,435 | +243.7% | 18,598 | +281.1% | 0.01% | +133.3% |
| Q1 2022 | $230,000 | -40.9% | 4,880 | -37.6% | 0.00% | -50.0% |
| Q4 2021 | $389,000 | +56.9% | 7,823 | +49.2% | 0.01% | +50.0% |
| Q2 2021 | $248,000 | – | 5,245 | – | 0.00% | – |
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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% |