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 | $2,385,504 | -1.8% | 54,476 | +2.9% | 1.58% | +2.2% |
| Q2 2023 | $2,429,738 | +66.0% | 52,947 | +59.0% | 1.54% | +61.2% |
| Q1 2023 | $1,463,554 | +1.4% | 33,308 | -1.9% | 0.96% | -2.5% |
| Q4 2022 | $1,443,215 | +10.0% | 33,958 | -0.2% | 0.98% | -3.1% |
| Q3 2022 | $1,312,000 | -4.3% | 34,020 | -1.5% | 1.01% | +1.8% |
| Q2 2022 | $1,371,000 | -15.8% | 34,532 | +0.0% | 1.00% | -4.2% |
| Q1 2022 | $1,628,000 | -5.3% | 34,515 | -0.1% | 1.04% | -8.2% |
| Q4 2021 | $1,719,000 | +8.5% | 34,557 | +0.7% | 1.13% | -0.6% |
| Q3 2021 | $1,584,000 | -2.0% | 34,310 | +0.2% | 1.14% | -4.5% |
| Q2 2021 | $1,616,000 | +2.9% | 34,232 | -0.3% | 1.19% | -16.4% |
| Q1 2021 | $1,571,000 | – | 34,323 | – | 1.43% | – |
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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% |