SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 341 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,276,052 | +10.4% | 143,321 | +15.7% | 2.72% | +8.9% |
| Q2 2023 | $5,686,943 | -24.4% | 123,925 | -27.6% | 2.50% | -31.3% |
| Q1 2023 | $7,523,457 | +14.7% | 171,221 | +10.9% | 3.63% | +4.1% |
| Q4 2022 | $6,560,563 | +28.4% | 154,366 | +16.5% | 3.49% | +30.1% |
| Q3 2022 | $5,108,000 | +19.4% | 132,492 | +22.9% | 2.68% | +27.6% |
| Q2 2022 | $4,279,000 | -20.7% | 107,817 | -5.8% | 2.10% | -5.3% |
| Q1 2022 | $5,399,000 | +3.6% | 114,466 | +9.3% | 2.22% | +4.8% |
| Q4 2021 | $5,211,000 | +40.5% | 104,762 | +30.4% | 2.12% | +24.4% |
| Q3 2021 | $3,710,000 | +10.1% | 80,362 | +12.5% | 1.70% | -4.1% |
| Q2 2021 | $3,371,000 | +13.1% | 71,410 | +9.7% | 1.78% | +1.3% |
| Q1 2021 | $2,980,000 | +358.5% | 65,124 | +304.6% | 1.76% | +291.7% |
| Q4 2020 | $650,000 | +177.8% | 16,095 | +124.2% | 0.45% | +150.3% |
| Q3 2020 | $234,000 | – | 7,179 | – | 0.18% | – |
Download | ||||||
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% |