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 | $169,883 | -6.4% | 3,880 | -1.9% | 0.02% | -4.8% |
Q2 2023 | $181,472 | -3.8% | 3,955 | -7.9% | 0.02% | -16.0% |
Q1 2023 | $188,700 | +1.9% | 4,295 | -1.5% | 0.02% | -7.4% |
Q4 2022 | $185,258 | +10.3% | 4,359 | 0.0% | 0.03% | 0.0% |
Q3 2022 | $168,000 | -7.2% | 4,359 | -4.2% | 0.03% | -10.0% |
Q2 2022 | $181,000 | -18.8% | 4,549 | -3.9% | 0.03% | -11.8% |
Q1 2022 | $223,000 | -1.3% | 4,732 | +3.9% | 0.03% | 0.0% |
Q4 2021 | $226,000 | +17.7% | 4,553 | +9.6% | 0.03% | +6.2% |
Q3 2021 | $192,000 | -1.5% | 4,154 | +0.3% | 0.03% | -5.9% |
Q2 2021 | $195,000 | -6.7% | 4,140 | -9.5% | 0.03% | -17.1% |
Q1 2021 | $209,000 | +53.7% | 4,575 | +36.0% | 0.04% | +41.4% |
Q4 2020 | $136,000 | +28.3% | 3,364 | +3.7% | 0.03% | +11.5% |
Q3 2020 | $106,000 | +2020.0% | 3,245 | +2049.0% | 0.03% | +1200.0% |
Q2 2020 | $5,000 | +150.0% | 151 | +75.6% | 0.00% | +100.0% |
Q1 2020 | $2,000 | -81.8% | 86 | -71.3% | 0.00% | -80.0% |
Q4 2019 | $11,000 | – | 300 | – | 0.01% | – |
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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% |