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 | $254,711 | -0.9% | 5,817 | +3.9% | 0.26% | +4.3% |
| Q2 2023 | $256,981 | +6.3% | 5,600 | +1.8% | 0.25% | +3.7% |
| Q1 2023 | $241,804 | +4.4% | 5,503 | +1.0% | 0.24% | +1.2% |
| Q4 2022 | $231,684 | +10.3% | 5,451 | +0.4% | 0.24% | +3.0% |
| Q3 2022 | $210,000 | +25.7% | 5,430 | +29.0% | 0.24% | +32.0% |
| Q2 2022 | $167,000 | -36.3% | 4,210 | -24.3% | 0.18% | -25.5% |
| Q1 2022 | $262,000 | -8.1% | 5,560 | -3.1% | 0.24% | -5.9% |
| Q4 2021 | $285,000 | – | 5,740 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |