SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,145,252 | -5.7% | 26,153 | -1.2% | 0.33% | -16.1% |
| Q2 2023 | $1,214,935 | -44.6% | 26,475 | -47.0% | 0.40% | -40.8% |
| Q1 2023 | $2,193,630 | +4.0% | 49,923 | +0.6% | 0.67% | +9.1% |
| Q4 2022 | $2,108,984 | +4.4% | 49,623 | -5.3% | 0.62% | +1.8% |
| Q3 2022 | $2,020,000 | -0.6% | 52,394 | +2.3% | 0.60% | +6.0% |
| Q2 2022 | $2,033,000 | -18.5% | 51,211 | -3.1% | 0.57% | -9.1% |
| Q1 2022 | $2,496,000 | -5.7% | 52,868 | -0.3% | 0.63% | -20.1% |
| Q4 2021 | $2,647,000 | +9.6% | 53,041 | +1.4% | 0.78% | -4.0% |
| Q3 2021 | $2,416,000 | -3.6% | 52,333 | -1.5% | 0.82% | -2.5% |
| Q2 2021 | $2,507,000 | +6.5% | 53,103 | +3.2% | 0.84% | -12.2% |
| Q1 2021 | $2,355,000 | +26.9% | 51,462 | +12.0% | 0.96% | +22.3% |
| Q4 2020 | $1,856,000 | – | 45,932 | – | 0.78% | – |
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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% |