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 2021 | $228,000 | +5.6% | 4,943 | +7.7% | 0.10% | +5.5% |
| Q2 2021 | $216,000 | +4.9% | 4,590 | +1.7% | 0.09% | -8.1% |
| Q1 2021 | $206,000 | -87.6% | 4,513 | -91.1% | 0.10% | -89.5% |
| Q3 2020 | $1,655,000 | -9.0% | 50,743 | -12.8% | 0.95% | -17.3% |
| Q2 2020 | $1,818,000 | +18.4% | 58,197 | -4.0% | 1.14% | +4.9% |
| Q1 2020 | $1,535,000 | -15.0% | 60,632 | +21.6% | 1.09% | +9.4% |
| Q4 2019 | $1,806,000 | +16.8% | 49,871 | +9.3% | 1.00% | +5.1% |
| Q3 2019 | $1,546,000 | +2.5% | 45,627 | +3.0% | 0.95% | +1.2% |
| Q2 2019 | $1,509,000 | +7.1% | 44,317 | +4.8% | 0.94% | +2.2% |
| Q1 2019 | $1,409,000 | – | 42,298 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |