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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,971,628 | +11.3% | 60,994 | 0.0% | 0.61% | +0.2% |
| Q3 2023 | $2,670,928 | -4.6% | 60,994 | 0.0% | 0.61% | +2.0% |
| Q2 2023 | $2,799,014 | +4.4% | 60,994 | 0.0% | 0.60% | -2.4% |
| Q1 2023 | $2,680,076 | +103298.0% | 60,994 | 0.0% | 0.62% | +4.2% |
| Q4 2022 | $2,592 | -99.9% | 60,994 | -10.9% | 0.59% | -10.2% |
| Q3 2022 | $2,641,000 | -11.0% | 68,491 | -8.4% | 0.66% | -2.9% |
| Q2 2022 | $2,967,000 | -15.8% | 74,741 | 0.0% | 0.68% | -0.9% |
| Q1 2022 | $3,525,000 | -5.2% | 74,741 | 0.0% | 0.68% | +1.9% |
| Q4 2021 | $3,717,000 | +7.7% | 74,741 | 0.0% | 0.67% | +1.2% |
| Q3 2021 | $3,450,000 | -2.2% | 74,741 | 0.0% | 0.66% | -1.6% |
| Q2 2021 | $3,528,000 | +3.2% | 74,741 | 0.0% | 0.67% | -1.7% |
| Q1 2021 | $3,420,000 | +13.3% | 74,741 | 0.0% | 0.69% | +8.0% |
| Q4 2020 | $3,019,000 | +23.8% | 74,741 | 0.0% | 0.64% | +9.1% |
| Q3 2020 | $2,439,000 | -11.3% | 74,741 | -15.1% | 0.58% | -18.9% |
| Q2 2020 | $2,750,000 | +23.4% | 87,990 | 0.0% | 0.72% | +5.4% |
| Q1 2020 | $2,229,000 | -30.1% | 87,990 | 0.0% | 0.68% | -5.9% |
| Q4 2019 | $3,187,000 | +4.5% | 87,990 | -2.2% | 0.72% | -2.6% |
| Q3 2019 | $3,050,000 | -0.5% | 89,991 | 0.0% | 0.74% | +4.2% |
| Q2 2019 | $3,066,000 | +2.2% | 89,991 | 0.0% | 0.71% | -0.3% |
| Q1 2019 | $3,000,000 | +13.3% | 89,991 | 0.0% | 0.72% | -5.8% |
| Q4 2018 | $2,647,000 | -18.6% | 89,991 | 0.0% | 0.76% | +5.3% |
| Q3 2018 | $3,253,000 | +3.6% | 89,991 | 0.0% | 0.72% | -4.6% |
| Q2 2018 | $3,139,000 | +5.2% | 89,991 | 0.0% | 0.76% | +6.0% |
| Q1 2018 | $2,984,000 | -0.6% | 89,991 | 0.0% | 0.71% | +8.7% |
| Q4 2017 | $3,002,000 | +4.5% | 89,991 | +200.0% | 0.66% | +0.3% |
| Q3 2017 | $2,872,000 | -11.7% | 29,997 | -14.3% | 0.65% | -13.5% |
| Q2 2017 | $3,253,000 | +2.0% | 34,998 | 0.0% | 0.76% | +1.9% |
| Q1 2017 | $3,188,000 | +2.6% | 34,998 | 0.0% | 0.74% | +1.6% |
| Q4 2016 | $3,106,000 | +7.8% | 34,998 | 0.0% | 0.73% | +7.0% |
| Q3 2016 | $2,881,000 | +5.9% | 34,998 | 0.0% | 0.68% | +5.6% |
| Q2 2016 | $2,720,000 | +2.6% | 34,998 | 0.0% | 0.65% | +5.7% |
| Q1 2016 | $2,651,000 | -1.3% | 34,998 | 0.0% | 0.61% | -1.5% |
| Q4 2015 | $2,687,000 | +0.0% | 34,998 | 0.0% | 0.62% | -5.1% |
| Q3 2015 | $2,686,000 | -12.0% | 34,998 | 0.0% | 0.65% | -2.4% |
| Q2 2015 | $3,052,000 | -0.2% | 34,998 | 0.0% | 0.67% | +6.7% |
| Q1 2015 | $3,057,000 | +3.5% | 34,998 | 0.0% | 0.63% | +5.9% |
| Q4 2014 | $2,953,000 | +2.2% | 34,998 | 0.0% | 0.59% | -1.0% |
| Q3 2014 | $2,889,000 | -33.4% | 34,998 | -30.0% | 0.60% | -30.5% |
| Q2 2014 | $4,339,000 | +3.2% | 49,998 | 0.0% | 0.86% | -0.7% |
| Q1 2014 | $4,203,000 | +1.8% | 49,998 | 0.0% | 0.87% | +1.4% |
| Q4 2013 | $4,127,000 | +9.9% | 49,998 | +11.1% | 0.85% | +4.7% |
| Q3 2013 | $3,754,000 | -17.7% | 45,000 | -25.0% | 0.82% | -19.8% |
| Q2 2013 | $4,564,000 | – | 60,000 | – | 1.02% | – |
Download | ||||||
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% |