SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 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 | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |