SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,110,996 | -1.9% | 25,371 | -1.6% | 0.80% | -2.7% |
| Q2 2023 | $1,132,817 | 0.0% | 25,781 | 0.0% | 0.82% | 0.0% |
| Q1 2023 | $1,132,817 | +1.3% | 25,781 | -2.0% | 0.82% | -2.3% |
| Q4 2022 | $1,117,793 | +19.2% | 26,301 | +8.1% | 0.84% | +13.5% |
| Q3 2022 | $938,000 | -2.4% | 24,326 | +0.5% | 0.74% | +5.7% |
| Q2 2022 | $961,000 | -15.6% | 24,201 | +0.3% | 0.70% | -1.1% |
| Q1 2022 | $1,138,000 | +3.5% | 24,140 | +9.3% | 0.71% | +7.4% |
| Q4 2021 | $1,099,000 | +25.2% | 22,095 | +16.2% | 0.66% | +14.4% |
| Q3 2021 | $878,000 | +7.7% | 19,010 | +10.1% | 0.58% | +3.0% |
| Q2 2021 | $815,000 | +21.1% | 17,265 | +17.3% | 0.56% | +11.5% |
| Q1 2021 | $673,000 | +33.8% | 14,715 | +18.1% | 0.50% | +20.0% |
| Q4 2020 | $503,000 | +35.6% | 12,460 | +9.7% | 0.42% | +18.7% |
| Q3 2020 | $371,000 | +2.8% | 11,360 | -1.7% | 0.35% | -7.1% |
| Q2 2020 | $361,000 | +23.6% | 11,560 | +0.3% | 0.38% | +7.3% |
| Q1 2020 | $292,000 | -47.6% | 11,527 | -25.0% | 0.35% | -33.3% |
| Q4 2019 | $557,000 | – | 15,377 | – | 0.53% | – |
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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% |