SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,029,415 | -4.4% | 23,508 | +0.1% | 0.18% | -3.2% |
| Q2 2023 | $1,077,314 | +8.6% | 23,476 | +3.9% | 0.19% | -0.5% |
| Q1 2023 | $992,429 | +268.9% | 22,586 | +295.4% | 0.19% | +347.6% |
| Q1 2022 | $269,000 | -33.3% | 5,712 | -29.4% | 0.04% | -31.1% |
| Q4 2021 | $403,000 | +5.8% | 8,096 | -1.9% | 0.06% | 0.0% |
| Q3 2021 | $381,000 | -4.0% | 8,252 | -2.0% | 0.06% | 0.0% |
| Q2 2021 | $397,000 | -9.4% | 8,419 | -22.4% | 0.06% | -27.4% |
| Q4 2020 | $438,000 | -88.4% | 10,854 | -91.1% | 0.08% | -91.4% |
| Q2 2020 | $3,791,000 | +2.8% | 121,315 | -11.7% | 0.98% | -30.0% |
| Q1 2020 | $3,689,000 | -42.5% | 137,342 | -22.1% | 1.40% | -44.4% |
| Q4 2019 | $6,420,000 | -47.3% | 176,324 | -49.4% | 2.52% | -57.2% |
| Q3 2019 | $12,171,000 | -24.8% | 348,516 | -26.7% | 5.90% | -15.0% |
| Q2 2019 | $16,191,000 | – | 475,241 | – | 6.93% | – |
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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% |