SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,258 | +64.0% | 9,894 | +71.8% | 0.04% | +95.0% |
| Q2 2023 | $264,235 | -8.2% | 5,758 | -12.1% | 0.02% | -16.7% |
| Q1 2023 | $287,939 | +1.1% | 6,553 | -2.2% | 0.02% | -14.3% |
| Q4 2022 | $284,835 | +10.8% | 6,702 | +0.4% | 0.03% | -3.4% |
| Q3 2022 | $257,000 | +4.0% | 6,672 | +7.3% | 0.03% | +3.6% |
| Q2 2022 | $247,000 | -19.0% | 6,217 | -3.7% | 0.03% | -6.7% |
| Q1 2022 | $305,000 | -7.9% | 6,458 | -3.0% | 0.03% | -9.1% |
| Q4 2021 | $331,000 | +8.2% | 6,659 | +0.3% | 0.03% | -2.9% |
| Q3 2021 | $306,000 | -2.2% | 6,639 | -0.0% | 0.03% | -5.6% |
| Q2 2021 | $313,000 | +6.5% | 6,640 | +3.2% | 0.04% | -5.3% |
| Q1 2021 | $294,000 | +38.7% | 6,432 | +22.8% | 0.04% | +5.6% |
| Q4 2020 | $212,000 | -1.4% | 5,239 | -12.1% | 0.04% | -32.1% |
| Q4 2019 | $215,000 | – | 5,960 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |