SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,441 | -7.6% | 6,378 | +2.1% | 0.20% | -5.8% |
| Q2 2023 | $297,108 | +16.0% | 6,244 | +4.6% | 0.21% | +6.7% |
| Q1 2023 | $256,235 | +1.9% | 5,967 | +9.7% | 0.20% | +0.5% |
| Q4 2022 | $251,464 | -0.6% | 5,437 | -17.1% | 0.19% | -12.2% |
| Q3 2022 | $253,000 | +0.4% | 6,561 | +4.8% | 0.22% | +7.3% |
| Q2 2022 | $252,000 | -31.1% | 6,258 | -24.4% | 0.21% | -28.5% |
| Q1 2022 | $366,000 | -2.7% | 8,282 | +4.0% | 0.29% | +1.4% |
| Q4 2021 | $376,000 | – | 7,960 | – | 0.28% | – |
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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% |