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 | $619,410 | -3.3% | 14,145 | +1.3% | 0.04% | -2.3% |
| Q2 2023 | $640,670 | +2.7% | 13,961 | -1.6% | 0.04% | -4.4% |
| Q1 2023 | $623,640 | +5.6% | 14,193 | +2.2% | 0.04% | -2.2% |
| Q4 2022 | $590,410 | +11.4% | 13,892 | +1.2% | 0.05% | +4.5% |
| Q3 2022 | $530,000 | -8.9% | 13,732 | -6.4% | 0.04% | -10.2% |
| Q2 2022 | $582,000 | -9.6% | 14,676 | +7.5% | 0.05% | -3.9% |
| Q1 2022 | $644,000 | +60.6% | 13,648 | +62.1% | 0.05% | +41.7% |
| Q4 2021 | $401,000 | -5.0% | 8,419 | -6.5% | 0.04% | 0.0% |
| Q3 2021 | $422,000 | +5.2% | 9,005 | +7.0% | 0.04% | 0.0% |
| Q2 2021 | $401,000 | -0.2% | 8,419 | -2.0% | 0.04% | -12.2% |
| Q1 2021 | $402,000 | +8.6% | 8,590 | -6.3% | 0.04% | -6.8% |
| Q4 2020 | $370,000 | +6.3% | 9,166 | -10.6% | 0.04% | -8.3% |
| Q3 2020 | $348,000 | +14.5% | 10,250 | +5.4% | 0.05% | +9.1% |
| Q2 2020 | $304,000 | – | 9,727 | – | 0.04% | – |
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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% |