SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,368 | -4.6% | 5,603 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $257,084 | +6.8% | 5,602 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $240,791 | +3.4% | 5,480 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $232,854 | +8.3% | 5,479 | -1.7% | 0.00% | 0.0% |
| Q3 2022 | $215,000 | -2.7% | 5,572 | +0.0% | 0.00% | 0.0% |
| Q2 2022 | $221,000 | -16.0% | 5,570 | +0.0% | 0.00% | 0.0% |
| Q1 2022 | $263,000 | -5.1% | 5,568 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $277,000 | +7.8% | 5,567 | +0.0% | 0.00% | 0.0% |
| Q3 2021 | $257,000 | -2.3% | 5,566 | +0.0% | 0.00% | -25.0% |
| Q2 2021 | $263,000 | +3.5% | 5,565 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $254,000 | +12.4% | 5,559 | -0.8% | 0.00% | 0.0% |
| Q4 2020 | $226,000 | +10.8% | 5,603 | -0.3% | 0.00% | 0.0% |
| Q4 2019 | $204,000 | -10.5% | 5,618 | -16.5% | 0.00% | -20.0% |
| Q3 2019 | $228,000 | 0.0% | 6,729 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $228,000 | +1.8% | 6,722 | +0.1% | 0.01% | 0.0% |
| Q1 2019 | $224,000 | – | 6,716 | – | 0.01% | – |
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% |