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 2022 | $80,000 | +2.6% | 2,072 | +4.8% | 0.05% | +11.4% |
| Q2 2022 | $78,000 | +73.3% | 1,978 | +107.8% | 0.04% | +131.6% |
| Q1 2022 | $45,000 | -4.3% | 952 | +0.4% | 0.02% | -5.0% |
| Q4 2021 | $47,000 | 0.0% | 948 | -6.0% | 0.02% | -25.9% |
| Q3 2021 | $47,000 | +6.8% | 1,009 | +7.3% | 0.03% | +12.5% |
| Q2 2021 | $44,000 | +2.3% | 940 | +0.3% | 0.02% | -11.1% |
| Q1 2021 | $43,000 | +258.3% | 937 | +213.4% | 0.03% | +200.0% |
| Q4 2020 | $12,000 | +20.0% | 299 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | – | 298 | – | 0.01% | – |
Download | ||||||
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% |