SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,661 | -4.6% | 11,045 | 0.0% | 0.10% | -7.1% |
| Q2 2023 | $506,855 | +0.4% | 11,045 | -3.9% | 0.11% | -10.3% |
| Q1 2023 | $505,002 | +2.5% | 11,493 | -0.8% | 0.13% | -10.6% |
| Q4 2022 | $492,490 | +10.2% | 11,588 | 0.0% | 0.14% | -4.7% |
| Q3 2022 | $447,000 | -4.9% | 11,588 | -2.1% | 0.15% | -7.5% |
| Q2 2022 | $470,000 | -15.8% | 11,833 | 0.0% | 0.16% | -8.6% |
| Q1 2022 | $558,000 | -8.1% | 11,833 | -3.1% | 0.18% | -12.1% |
| Q4 2021 | $607,000 | +7.6% | 12,210 | 0.0% | 0.20% | -7.0% |
| Q3 2021 | $564,000 | -2.6% | 12,210 | -0.4% | 0.21% | -13.4% |
| Q2 2021 | $579,000 | +3.2% | 12,264 | 0.0% | 0.25% | -9.9% |
| Q1 2021 | $561,000 | +4.9% | 12,264 | -7.4% | 0.27% | -8.7% |
| Q4 2020 | $535,000 | – | 13,238 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |