SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,187 | -8.0% | 16,081 | -3.6% | 0.05% | +2.0% |
| Q2 2023 | $765,629 | +0.0% | 16,684 | -4.2% | 0.05% | 0.0% |
| Q1 2023 | $765,303 | +1.6% | 17,417 | -1.7% | 0.05% | -15.3% |
| Q4 2022 | $752,888 | +3.1% | 17,715 | -6.4% | 0.06% | +3.5% |
| Q3 2022 | $730,000 | -5.8% | 18,924 | -3.0% | 0.06% | -25.0% |
| Q2 2022 | $775,000 | -16.4% | 19,515 | -0.7% | 0.08% | -7.3% |
| Q1 2022 | $927,000 | -30.5% | 19,657 | -26.6% | 0.08% | -14.6% |
| Q4 2021 | $1,333,000 | -7.6% | 26,793 | -14.2% | 0.10% | +43.3% |
| Q3 2021 | $1,442,000 | -2.2% | 31,239 | 0.0% | 0.07% | -18.3% |
| Q2 2021 | $1,475,000 | +3.2% | 31,239 | 0.0% | 0.08% | -10.9% |
| Q1 2021 | $1,429,000 | +13.2% | 31,239 | 0.0% | 0.09% | +13.6% |
| Q4 2020 | $1,262,000 | – | 31,239 | – | 0.08% | – |
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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% |