SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,054 | +5.4% | 11,397 | +10.4% | 0.35% | +4.8% |
| Q2 2023 | $473,539 | +17.9% | 10,319 | +12.9% | 0.33% | +13.3% |
| Q1 2023 | $401,659 | +24.2% | 9,141 | +20.1% | 0.29% | +16.2% |
| Q4 2022 | $323,471 | +8.5% | 7,611 | -1.5% | 0.25% | +3.7% |
| Q3 2022 | $298,000 | +13.7% | 7,724 | +17.0% | 0.24% | +21.4% |
| Q2 2022 | $262,000 | +309.4% | 6,602 | +377.7% | 0.20% | +402.5% |
| Q3 2021 | $64,000 | +25.5% | 1,382 | +25.8% | 0.04% | +29.0% |
| Q2 2021 | $51,000 | +121.7% | 1,099 | +110.5% | 0.03% | +106.7% |
| Q1 2021 | $23,000 | – | 522 | – | 0.02% | – |
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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% |