SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $206,623 | -0.6% | 4,702 | -3.9% | 0.10% | -11.2% |
| Q4 2022 | $207,912 | -7.2% | 4,892 | -13.4% | 0.11% | -0.9% |
| Q2 2022 | $224,000 | -17.3% | 5,647 | -1.9% | 0.11% | -7.7% |
| Q1 2022 | $271,000 | -7.5% | 5,756 | -2.2% | 0.12% | -10.0% |
| Q4 2021 | $293,000 | +2.1% | 5,885 | -5.5% | 0.13% | -5.1% |
| Q3 2021 | $287,000 | -2.4% | 6,225 | -0.1% | 0.14% | -3.5% |
| Q2 2021 | $294,000 | -2.0% | 6,232 | -5.1% | 0.14% | -7.2% |
| Q1 2021 | $300,000 | -0.3% | 6,564 | -11.9% | 0.15% | -6.1% |
| Q4 2020 | $301,000 | +27.0% | 7,451 | +2.6% | 0.16% | +13.2% |
| Q3 2020 | $237,000 | -54.9% | 7,260 | -56.9% | 0.14% | -57.4% |
| Q2 2020 | $526,000 | +21.8% | 16,846 | -1.2% | 0.34% | +3.4% |
| Q1 2020 | $432,000 | -22.0% | 17,056 | +11.5% | 0.33% | -10.2% |
| Q4 2019 | $554,000 | +5.9% | 15,296 | -0.8% | 0.36% | -0.8% |
| Q3 2019 | $523,000 | -1.3% | 15,419 | -1.0% | 0.37% | -6.1% |
| Q2 2019 | $530,000 | -0.2% | 15,570 | -2.3% | 0.39% | -0.3% |
| Q1 2019 | $531,000 | +3.7% | 15,938 | -8.4% | 0.39% | -13.3% |
| Q4 2018 | $512,000 | – | 17,405 | – | 0.45% | – |
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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% |