SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $225,000 | -2.6% | 5,830 | +0.2% | 0.28% | +9.7% |
| Q2 2022 | $231,000 | -15.7% | 5,818 | +0.2% | 0.26% | -2.3% |
| Q1 2022 | $274,000 | -36.9% | 5,806 | -33.4% | 0.26% | -31.6% |
| Q4 2021 | $434,000 | +62.5% | 8,722 | +50.6% | 0.39% | +46.2% |
| Q3 2021 | $267,000 | -2.2% | 5,793 | +0.2% | 0.26% | -1.1% |
| Q2 2021 | $273,000 | +3.4% | 5,781 | +0.1% | 0.27% | +6.0% |
| Q1 2021 | $264,000 | +12.8% | 5,773 | -0.5% | 0.25% | -4.5% |
| Q4 2020 | $234,000 | -45.1% | 5,801 | -55.7% | 0.26% | -3.3% |
| Q3 2020 | $426,000 | +107.8% | 13,086 | +99.4% | 0.27% | -5.5% |
| Q2 2020 | $205,000 | – | 6,564 | – | 0.29% | – |
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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% |