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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455 | +2.9% | 10,397 | +8.0% | 0.07% | +30.4% |
| Q2 2023 | $442 | +5.0% | 9,627 | +0.6% | 0.06% | -27.3% |
| Q1 2023 | $421 | -27.3% | 9,571 | -29.7% | 0.08% | -41.2% |
| Q4 2022 | $579 | -99.9% | 13,620 | -97.7% | 0.13% | -4.4% |
| Q3 2022 | $596,000 | -4.9% | 595,971 | +3674.4% | 0.14% | +42.7% |
| Q2 2022 | $627,000 | +1429.3% | 15,790 | -98.5% | 0.10% | -46.1% |
| Q1 2022 | $41,000 | -96.6% | 1,047,559 | +3936.5% | 0.18% | +10.6% |
| Q4 2021 | $1,198,000 | -8.9% | 25,952 | -8.9% | 0.16% | -10.6% |
| Q3 2021 | $1,315,000 | -9.1% | 28,490 | -20.4% | 0.18% | -21.7% |
| Q4 2020 | $1,446,000 | – | 35,801 | – | 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% |