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 | ||||
|---|---|---|---|---|---|---|
| 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 | 5,749,413 | $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% |