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 | $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% | – |
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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% |