SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,132 | -4.7% | 7,676 | -0.2% | 0.02% | +4.8% |
| Q2 2023 | $352,894 | +3.2% | 7,690 | -1.2% | 0.02% | -4.5% |
| Q1 2023 | $342,073 | +3.6% | 7,785 | +0.2% | 0.02% | -12.0% |
| Q4 2022 | $330,268 | +8.3% | 7,771 | -1.9% | 0.02% | -16.7% |
| Q3 2022 | $305,000 | -5.0% | 7,921 | -2.2% | 0.03% | 0.0% |
| Q2 2022 | $321,000 | -33.7% | 8,100 | -21.1% | 0.03% | -21.1% |
| Q1 2022 | $484,000 | -36.3% | 10,265 | -32.8% | 0.04% | -34.5% |
| Q4 2021 | $760,000 | +6.7% | 15,274 | -0.9% | 0.06% | -21.6% |
| Q3 2021 | $712,000 | +3.6% | 15,420 | +6.0% | 0.07% | +54.2% |
| Q2 2021 | $687,000 | +1.6% | 14,542 | -1.5% | 0.05% | -7.7% |
| Q1 2021 | $676,000 | +11.4% | 14,767 | -1.6% | 0.05% | +6.1% |
| Q4 2020 | $607,000 | +36.4% | 15,013 | +10.1% | 0.05% | +44.1% |
| Q3 2020 | $445,000 | +2.3% | 13,632 | -2.3% | 0.03% | 0.0% |
| Q2 2020 | $435,000 | – | 13,950 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |