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 | $304,855 | -4.2% | 6,962 | +0.4% | 0.07% | -3.9% |
| Q2 2023 | $318,296 | +7.4% | 6,936 | +0.4% | 0.08% | +2.7% |
| Q1 2023 | $296,346 | +1.3% | 6,908 | +0.4% | 0.08% | -18.5% |
| Q4 2022 | $292,548 | +10.8% | 6,883 | +0.4% | 0.09% | 0.0% |
| Q3 2022 | $264,000 | -2.6% | 6,858 | +0.5% | 0.09% | +1.1% |
| Q2 2022 | $271,000 | -15.0% | 6,826 | +0.8% | 0.09% | -15.7% |
| Q1 2022 | $319,000 | -4.2% | 6,772 | +1.2% | 0.11% | +2.9% |
| Q4 2021 | $333,000 | +9.5% | 6,695 | +1.6% | 0.10% | +1.9% |
| Q3 2021 | $304,000 | +1.3% | 6,589 | +3.5% | 0.10% | -1.9% |
| Q2 2021 | $300,000 | +3.4% | 6,364 | +0.3% | 0.10% | -0.9% |
| Q1 2021 | $290,000 | +21.8% | 6,342 | +7.5% | 0.11% | +21.8% |
| Q4 2020 | $238,000 | – | 5,901 | – | 0.09% | – |
Download | ||||||
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% |