SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,035,101 | +0.2% | 23,637 | +5.0% | 0.68% | +5.9% |
| Q2 2023 | $1,032,888 | +13.0% | 22,508 | +8.2% | 0.64% | +11.1% |
| Q1 2023 | $913,863 | +2.8% | 20,798 | -0.6% | 0.58% | +2.5% |
| Q4 2022 | $888,901 | -38.2% | 20,915 | -43.8% | 0.56% | +9.7% |
| Q3 2022 | $1,439,000 | +90.8% | 37,194 | +95.7% | 0.51% | -4.6% |
| Q2 2022 | $754,000 | -16.2% | 19,002 | -0.4% | 0.54% | -5.9% |
| Q1 2022 | $900,000 | – | 19,080 | – | 0.57% | – |
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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% |