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 | $596,157 | -18.8% | 13,614 | -14.9% | 1.04% | -10.7% |
| Q2 2023 | $733,873 | +8.8% | 15,992 | +4.2% | 1.16% | +5.4% |
| Q1 2023 | $674,303 | +71.0% | 15,346 | +65.3% | 1.10% | +79.8% |
| Q4 2022 | $394,443 | -54.7% | 9,281 | -58.6% | 0.61% | -51.0% |
| Q3 2022 | $870,000 | -5.6% | 22,401 | -3.6% | 1.25% | -0.9% |
| Q2 2022 | $922,000 | -21.1% | 23,230 | -6.2% | 1.26% | -3.2% |
| Q1 2022 | $1,168,000 | -7.1% | 24,771 | -2.0% | 1.30% | -2.1% |
| Q4 2021 | $1,257,000 | +16.3% | 25,267 | +7.9% | 1.33% | +14.9% |
| Q3 2021 | $1,081,000 | -0.5% | 23,417 | +1.8% | 1.16% | +4.4% |
| Q2 2021 | $1,086,000 | – | 23,011 | – | 1.11% | – |
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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% |