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 | $454,847 | -6.4% | 10,387 | -1.9% | 0.26% | -0.4% |
| Q2 2023 | $486,113 | +15.4% | 10,593 | +10.5% | 0.26% | +4.8% |
| Q1 2023 | $421,253 | +7.0% | 9,587 | +3.5% | 0.25% | +2.9% |
| Q4 2022 | $393,550 | +52.5% | 9,260 | +38.4% | 0.24% | +29.3% |
| Q3 2022 | $258,000 | +11.2% | 6,693 | +14.4% | 0.19% | +6.2% |
| Q2 2022 | $232,000 | +11.0% | 5,849 | +31.9% | 0.18% | +25.5% |
| Q1 2022 | $209,000 | – | 4,435 | – | 0.14% | – |
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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% |