SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $222,000 | -24.7% | 5,596 | -10.5% | 0.13% | -10.6% |
| Q1 2022 | $295,000 | -5.1% | 6,251 | +0.1% | 0.14% | -2.1% |
| Q4 2021 | $311,000 | +2.6% | 6,247 | -4.9% | 0.14% | -8.3% |
| Q3 2021 | $303,000 | -6.2% | 6,568 | -4.1% | 0.16% | -9.8% |
| Q2 2021 | $323,000 | 0.0% | 6,850 | -3.0% | 0.17% | -5.9% |
| Q1 2021 | $323,000 | -32.7% | 7,063 | -40.6% | 0.18% | -40.7% |
| Q4 2020 | $480,000 | +24.7% | 11,888 | +0.7% | 0.31% | -6.9% |
| Q3 2020 | $385,000 | -1.8% | 11,806 | -6.1% | 0.34% | -21.5% |
| Q2 2020 | $392,000 | +4.8% | 12,575 | -15.0% | 0.43% | -10.3% |
| Q1 2020 | $374,000 | -42.5% | 14,800 | -17.6% | 0.48% | -14.5% |
| Q4 2019 | $650,000 | – | 17,962 | – | 0.56% | – |
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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% |