SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,494 | -51.5% | 4,944 | -49.2% | 0.08% | -46.9% |
| Q2 2023 | $446,225 | +3.5% | 9,724 | -0.9% | 0.14% | -9.4% |
| Q1 2023 | $431,332 | +2.7% | 9,816 | -0.6% | 0.16% | -3.0% |
| Q4 2022 | $419,816 | +18.6% | 9,878 | +7.5% | 0.16% | +14.6% |
| Q3 2022 | $354,000 | -3.0% | 9,187 | +0.0% | 0.14% | 0.0% |
| Q2 2022 | $365,000 | -15.7% | 9,186 | 0.0% | 0.14% | -10.0% |
| Q1 2022 | $433,000 | +90.7% | 9,186 | +101.1% | 0.16% | +75.8% |
| Q4 2021 | $227,000 | +7.1% | 4,568 | -0.7% | 0.09% | -25.4% |
| Q3 2021 | $212,000 | -0.9% | 4,598 | -1.7% | 0.12% | -6.2% |
| Q2 2021 | $214,000 | -0.9% | 4,678 | -0.8% | 0.13% | -3.7% |
| Q1 2021 | $216,000 | – | 4,716 | – | 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% |