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 | $585,647 | -4.7% | 13,374 | -0.1% | 0.09% | -4.4% |
| Q2 2023 | $614,651 | +3.9% | 13,394 | -0.5% | 0.09% | -2.2% |
| Q1 2023 | $591,301 | +31.2% | 13,457 | +26.9% | 0.09% | +22.7% |
| Q4 2022 | $450,585 | +18.9% | 10,602 | +7.9% | 0.08% | +2.7% |
| Q3 2022 | $379,000 | -53.4% | 9,824 | -52.0% | 0.07% | -56.0% |
| Q2 2022 | $813,000 | +73.3% | 20,473 | +105.8% | 0.17% | +121.3% |
| Q1 2022 | $469,000 | +85.4% | 9,949 | +95.5% | 0.08% | +87.5% |
| Q4 2021 | $253,000 | +8.1% | 5,088 | +0.5% | 0.04% | 0.0% |
| Q3 2021 | $234,000 | -22.5% | 5,063 | -20.9% | 0.04% | -13.0% |
| Q2 2021 | $302,000 | +22.8% | 6,400 | -15.0% | 0.05% | -31.3% |
| Q3 2020 | $246,000 | -36.3% | 7,531 | -39.0% | 0.07% | -41.7% |
| Q2 2020 | $386,000 | +1.6% | 12,354 | -17.6% | 0.12% | -23.8% |
| Q1 2020 | $380,000 | -99.1% | 14,990 | -98.8% | 0.15% | -98.8% |
| Q4 2019 | $43,687,000 | +5.6% | 1,205,813 | -1.2% | 13.03% | +0.5% |
| Q3 2019 | $41,380,000 | -2.2% | 1,221,020 | -1.7% | 12.96% | +1.1% |
| Q2 2019 | $42,317,000 | +5.0% | 1,242,075 | +2.7% | 12.82% | +0.1% |
| Q1 2019 | $40,319,000 | +211.6% | 1,209,697 | +175.0% | 12.81% | +113.6% |
| Q4 2018 | $12,941,000 | – | 439,860 | – | 6.00% | – |
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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% |