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 | $2,418,251 | +822.1% | 55,224 | +866.3% | 1.13% | +869.2% |
| Q2 2023 | $262,261 | -48.8% | 5,715 | -50.9% | 0.12% | -52.2% |
| Q1 2023 | $511,857 | -42.9% | 11,649 | -44.8% | 0.24% | -43.9% |
| Q4 2022 | $896,387 | -25.3% | 21,091 | -32.2% | 0.44% | -39.2% |
| Q3 2022 | $1,200,000 | -84.0% | 31,130 | -83.6% | 0.72% | -83.7% |
| Q2 2022 | $7,512,000 | -17.0% | 189,278 | -1.4% | 4.42% | -7.4% |
| Q1 2022 | $9,052,000 | +2.6% | 191,948 | +8.2% | 4.77% | +12.6% |
| Q4 2021 | $8,823,000 | +13.9% | 177,373 | +5.7% | 4.23% | +7.6% |
| Q3 2021 | $7,748,000 | +6.0% | 167,842 | +8.4% | 3.93% | +1.1% |
| Q2 2021 | $7,309,000 | – | 154,809 | – | 3.89% | – |
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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% |