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 | $7,874,576 | -3.3% | 179,826 | +1.3% | 6.73% | -0.2% |
| Q2 2023 | $8,147,470 | +7.7% | 177,543 | +3.1% | 6.74% | -3.6% |
| Q1 2023 | $7,565,454 | +4.5% | 172,177 | +1.1% | 6.99% | -2.6% |
| Q4 2022 | $7,239,610 | +11.5% | 170,344 | +1.1% | 7.18% | +0.3% |
| Q3 2022 | $6,495,000 | -1.2% | 168,431 | +1.7% | 7.15% | +3.2% |
| Q2 2022 | $6,575,000 | -12.2% | 165,664 | +4.3% | 6.93% | +3.1% |
| Q1 2022 | $7,492,000 | -0.6% | 158,869 | +4.8% | 6.72% | +1.8% |
| Q4 2021 | $7,540,000 | – | 151,589 | – | 6.60% | – |
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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% |