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 | $1,823,731 | +4.2% | 41,647 | +9.2% | 0.09% | +5.7% |
| Q2 2023 | $1,750,684 | +537.3% | 38,150 | +510.2% | 0.09% | +480.0% |
| Q1 2023 | $274,710 | +6.8% | 6,252 | +3.3% | 0.02% | -6.2% |
| Q4 2022 | $257,269 | +18.6% | 6,053 | +10.6% | 0.02% | +6.7% |
| Q3 2022 | $217,000 | 0.0% | 5,471 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $217,000 | +11.9% | 5,471 | +40.0% | 0.02% | +25.0% |
| Q4 2021 | $194,000 | -4.0% | 3,908 | -10.7% | 0.01% | +100.0% |
| Q3 2021 | $202,000 | -1.5% | 4,374 | +1.0% | 0.01% | -14.3% |
| Q2 2021 | $205,000 | +9.6% | 4,332 | +6.0% | 0.01% | 0.0% |
| Q1 2021 | $187,000 | – | 4,086 | – | 0.01% | – |
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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% |