SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,484,297 | -2.3% | 397,370 | +1.9% | 5.52% | -3.6% |
| Q2 2023 | $17,888,090 | +22.3% | 389,804 | +17.1% | 5.72% | +1.6% |
| Q1 2023 | $14,623,828 | +4.3% | 332,814 | +0.9% | 5.63% | -3.3% |
| Q4 2022 | $14,017,451 | +12.2% | 329,822 | +1.8% | 5.82% | +2.8% |
| Q3 2022 | $12,494,000 | -2.5% | 324,011 | +0.3% | 5.66% | +5.5% |
| Q2 2022 | $12,817,000 | -15.0% | 322,918 | +1.0% | 5.37% | -10.6% |
| Q1 2022 | $15,074,000 | +6.7% | 319,629 | +12.6% | 6.01% | +4.3% |
| Q4 2021 | $14,126,000 | +12.4% | 283,988 | +4.3% | 5.76% | +2.6% |
| Q3 2021 | $12,570,000 | +4.9% | 272,305 | +7.3% | 5.62% | +1.4% |
| Q2 2021 | $11,979,000 | +10.4% | 253,742 | +7.0% | 5.54% | -1.4% |
| Q1 2021 | $10,849,000 | +8.5% | 237,078 | -4.2% | 5.62% | +0.8% |
| Q4 2020 | $9,998,000 | +32.0% | 247,484 | +6.6% | 5.57% | +9.3% |
| Q3 2020 | $7,573,000 | -15.1% | 232,092 | -18.7% | 5.10% | -23.2% |
| Q2 2020 | $8,920,000 | +34.7% | 285,450 | +9.2% | 6.64% | +10.7% |
| Q1 2020 | $6,624,000 | – | 261,493 | – | 6.00% | – |
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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% |