SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,472,953 | -8.9% | 56,473 | -4.6% | 0.43% | -9.0% |
| Q2 2023 | $2,715,587 | +4.4% | 59,176 | -0.4% | 0.47% | -4.1% |
| Q1 2023 | $2,600,193 | +2.5% | 59,435 | -0.5% | 0.49% | -3.6% |
| Q4 2022 | $2,537,675 | -3.2% | 59,710 | -12.2% | 0.51% | -12.9% |
| Q3 2022 | $2,622,000 | -6.2% | 68,010 | -3.4% | 0.58% | -6.0% |
| Q2 2022 | $2,794,000 | -19.5% | 70,395 | -4.4% | 0.62% | -9.3% |
| Q1 2022 | $3,471,000 | -9.6% | 73,606 | -4.7% | 0.68% | -11.6% |
| Q4 2021 | $3,841,000 | +10.5% | 77,229 | +2.6% | 0.77% | +1.2% |
| Q3 2021 | $3,475,000 | +0.7% | 75,274 | +3.0% | 0.76% | -4.0% |
| Q2 2021 | $3,452,000 | +62.6% | 73,111 | +57.5% | 0.79% | +38.9% |
| Q1 2021 | $2,123,000 | +12.9% | 46,405 | -0.3% | 0.57% | -2.4% |
| Q4 2020 | $1,880,000 | +7.9% | 46,534 | -12.8% | 0.58% | -7.3% |
| Q3 2020 | $1,742,000 | -0.8% | 53,376 | -5.0% | 0.63% | -3.2% |
| Q2 2020 | $1,756,000 | +38.2% | 56,187 | +11.9% | 0.65% | +16.6% |
| Q1 2020 | $1,271,000 | +146.3% | 50,190 | +252.2% | 0.56% | +194.2% |
| Q4 2019 | $516,000 | +12.4% | 14,251 | +5.3% | 0.19% | +5.6% |
| Q3 2019 | $459,000 | -0.4% | 13,538 | 0.0% | 0.18% | -6.7% |
| Q2 2019 | $461,000 | +2.2% | 13,538 | 0.0% | 0.19% | -9.4% |
| Q1 2019 | $451,000 | +13.3% | 13,538 | 0.0% | 0.21% | -1.4% |
| Q4 2018 | $398,000 | – | 13,538 | – | 0.22% | – |
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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% |