SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,896 | -0.3% | 4,465 | -4.5% | 0.03% | -19.0% |
| Q1 2023 | $205,431 | -10.3% | 4,675 | -3.6% | 0.04% | -22.2% |
| Q1 2022 | $229,000 | -11.9% | 4,848 | -7.3% | 0.05% | -10.0% |
| Q4 2021 | $260,000 | -12.8% | 5,228 | -18.9% | 0.06% | -15.5% |
| Q3 2021 | $298,000 | -11.8% | 6,448 | -10.0% | 0.07% | -21.1% |
| Q2 2021 | $338,000 | -2.9% | 7,167 | -5.8% | 0.09% | -12.6% |
| Q1 2021 | $348,000 | +15.6% | 7,611 | -17.6% | 0.10% | -24.8% |
| Q4 2020 | $301,000 | – | 9,232 | – | 0.14% | – |
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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% |