SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,000 | +71.7% | 136,655 | +78.9% | 0.01% | +75.0% |
| Q2 2023 | $3,494 | +345.7% | 76,375 | +321.0% | 0.01% | +300.0% |
| Q1 2023 | $784 | +0.1% | 18,142 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $783 | -99.9% | 18,346 | -4.9% | 0.00% | 0.0% |
| Q3 2022 | $749,000 | +0.5% | 19,290 | +2.7% | 0.00% | 0.0% |
| Q2 2022 | $745,000 | -14.2% | 18,779 | +2.1% | 0.00% | 0.0% |
| Q1 2022 | $868,000 | +22.4% | 18,397 | +22.4% | 0.00% | +100.0% |
| Q4 2021 | $709,000 | +3.1% | 15,027 | +0.8% | 0.00% | 0.0% |
| Q3 2021 | $688,000 | -3.0% | 14,906 | -0.8% | 0.00% | 0.0% |
| Q2 2021 | $709,000 | +2.5% | 15,027 | -0.6% | 0.00% | -50.0% |
| Q1 2021 | $692,000 | +15.9% | 15,113 | +2.3% | 0.00% | +100.0% |
| Q4 2020 | $597,000 | +20.1% | 14,779 | -3.1% | 0.00% | 0.0% |
| Q3 2020 | $497,000 | – | 15,254 | – | 0.00% | – |
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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% |