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 | $408,460 | -0.1% | 9,328 | +4.6% | 0.36% | +6.2% |
| Q2 2023 | $409,060 | -10.5% | 8,914 | -14.3% | 0.34% | -17.1% |
| Q1 2023 | $457,231 | -6.6% | 10,406 | -9.7% | 0.41% | -10.7% |
| Q4 2022 | $489,785 | +4.0% | 11,524 | -5.6% | 0.46% | -5.8% |
| Q3 2022 | $471,000 | -13.3% | 12,213 | -10.7% | 0.49% | -7.8% |
| Q2 2022 | $543,000 | -20.3% | 13,684 | -5.2% | 0.53% | -5.6% |
| Q1 2022 | $681,000 | -42.7% | 14,434 | -39.6% | 0.56% | -35.8% |
| Q4 2021 | $1,189,000 | +24.4% | 23,909 | +15.5% | 0.87% | +13.7% |
| Q3 2021 | $956,000 | -99.9% | 20,707 | +4.4% | 0.76% | +7.8% |
| Q2 2021 | $932,232,000 | +9.0% | 19,834 | +8.4% | 0.71% | -0.7% |
| Q1 2021 | $854,981,000 | +17.6% | 18,300 | +4.5% | 0.71% | +5.6% |
| Q4 2020 | $727,133,000 | – | 17,509 | – | 0.68% | – |
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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% |