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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $78,000 | -31.6% | 1,953 | -19.0% | 0.02% | -20.0% |
| Q1 2022 | $114,000 | -5.8% | 2,412 | -0.5% | 0.02% | 0.0% |
| Q4 2021 | $121,000 | +40.7% | 2,423 | +30.6% | 0.02% | +33.3% |
| Q3 2021 | $86,000 | +7.5% | 1,855 | +9.4% | 0.02% | 0.0% |
| Q2 2021 | $80,000 | +105.1% | 1,695 | +99.4% | 0.02% | +66.7% |
| Q1 2021 | $39,000 | +21.9% | 850 | +7.5% | 0.01% | +12.5% |
| Q4 2020 | $32,000 | +23.1% | 791 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | +4.0% | 791 | 0.0% | 0.01% | -20.0% |
| Q2 2020 | $25,000 | -16.7% | 791 | -34.2% | 0.01% | -28.6% |
| Q1 2020 | $30,000 | -43.4% | 1,203 | -17.9% | 0.01% | -30.0% |
| Q4 2019 | $53,000 | +12.8% | 1,465 | +5.5% | 0.02% | -4.8% |
| Q3 2019 | $47,000 | +104.3% | 1,389 | +105.2% | 0.02% | +110.0% |
| Q2 2019 | $23,000 | +9.5% | 677 | +6.6% | 0.01% | -9.1% |
| Q1 2019 | $21,000 | +133.3% | 635 | +97.2% | 0.01% | +83.3% |
| Q4 2018 | $9,000 | – | 322 | – | 0.01% | – |
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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% |