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 | $1,488,904 | -5.8% | 34,001 | -1.3% | 0.24% | +47.6% |
| Q2 2023 | $1,580,406 | +4.6% | 34,439 | +0.1% | 0.17% | -2.4% |
| Q1 2023 | $1,511,009 | +3.6% | 34,388 | +0.2% | 0.17% | -5.6% |
| Q4 2022 | $1,458,855 | +10.3% | 34,326 | +0.0% | 0.18% | 0.0% |
| Q3 2022 | $1,323,000 | -9.4% | 34,318 | -6.7% | 0.18% | -6.2% |
| Q2 2022 | $1,460,000 | -16.6% | 36,792 | -0.9% | 0.19% | -1.0% |
| Q1 2022 | $1,751,000 | +0.2% | 37,135 | +5.7% | 0.19% | +3.2% |
| Q4 2021 | $1,747,000 | +30.9% | 35,131 | +21.4% | 0.19% | +6.8% |
| Q3 2021 | $1,335,000 | +4.4% | 28,927 | +6.8% | 0.18% | -14.6% |
| Q2 2021 | $1,279,000 | +6.2% | 27,090 | +2.9% | 0.21% | -16.6% |
| Q1 2021 | $1,204,000 | +23.7% | 26,316 | +9.3% | 0.25% | -17.7% |
| Q4 2020 | $973,000 | – | 24,077 | – | 0.30% | – |
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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% |