SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,185 | +8.6% | 31,723 | +13.8% | 0.45% | -2.8% |
| Q2 2023 | $1,279,358 | +25.3% | 27,879 | +20.0% | 0.46% | +97.0% |
| Q1 2023 | $1,020,671 | +130.2% | 23,229 | +122.6% | 0.23% | +147.9% |
| Q4 2022 | $443,451 | +44.9% | 10,434 | +31.4% | 0.09% | +13.3% |
| Q3 2022 | $306,000 | -1.9% | 7,940 | +20.2% | 0.08% | +3.8% |
| Q1 2022 | $312,000 | -99.9% | 6,608 | -44.1% | 0.08% | -44.8% |
| Q4 2021 | $588,374,000 | +103853.0% | 11,829 | -3.5% | 0.14% | -48.8% |
| Q3 2021 | $566,000 | +42.2% | 12,262 | +45.6% | 0.28% | -11.0% |
| Q2 2021 | $398,000 | -8.3% | 8,420 | -21.6% | 0.32% | -7.3% |
| Q3 2020 | $434,000 | +7.7% | 10,739 | -16.8% | 0.34% | +33.5% |
| Q2 2020 | $403,000 | -42.0% | 12,903 | -32.7% | 0.26% | -53.4% |
| Q4 2019 | $695,000 | – | 19,176 | – | 0.55% | – |
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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% |