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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,368 | -24.2% | 5,923 | -20.6% | 0.28% | -28.3% |
| Q2 2023 | $342,385 | -5.7% | 7,461 | -9.7% | 0.39% | -25.3% |
| Q1 2023 | $363,032 | +1.6% | 8,262 | -1.7% | 0.52% | +1.6% |
| Q4 2022 | $357,340 | +17.2% | 8,408 | +6.2% | 0.51% | +23.6% |
| Q3 2022 | $305,000 | 0.0% | 7,917 | +2.9% | 0.42% | +8.4% |
| Q2 2022 | $305,000 | 0.0% | 7,695 | +18.8% | 0.38% | +30.3% |
| Q1 2022 | $305,000 | -3.2% | 6,475 | +2.4% | 0.29% | +10.5% |
| Q4 2021 | $315,000 | +25.0% | 6,323 | +15.8% | 0.27% | +13.7% |
| Q3 2021 | $252,000 | +4.1% | 5,462 | +6.5% | 0.23% | +3.5% |
| Q2 2021 | $242,000 | – | 5,127 | – | 0.23% | – |
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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% |