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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $893,000 | -43.9% | 22,509 | -33.4% | 0.30% | -35.9% |
| Q1 2022 | $1,593,000 | -66.3% | 33,780 | -64.5% | 0.47% | -68.4% |
| Q4 2021 | $4,734,000 | -21.3% | 95,165 | -27.0% | 1.48% | -37.5% |
| Q3 2021 | $6,018,000 | -31.3% | 130,363 | -29.7% | 2.37% | -37.5% |
| Q2 2021 | $8,758,000 | -1.4% | 185,513 | -4.4% | 3.79% | -16.0% |
| Q1 2021 | $8,880,000 | +14.7% | 194,052 | +1.2% | 4.51% | +1.4% |
| Q4 2020 | $7,743,000 | +28.9% | 191,668 | +4.1% | 4.45% | +9.8% |
| Q3 2020 | $6,008,000 | +1.0% | 184,110 | -3.7% | 4.05% | -14.6% |
| Q2 2020 | $5,950,000 | -12.2% | 191,268 | +1.6% | 4.74% | -19.6% |
| Q4 2019 | $6,779,000 | – | 188,345 | – | 5.90% | – |
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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% |