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 | $911,454 | -8.4% | 20,814 | -4.0% | 0.51% | -6.1% |
| Q2 2023 | $994,504 | +4.5% | 21,671 | +0.0% | 0.54% | +1.9% |
| Q1 2023 | $952,011 | -1.8% | 21,666 | -5.0% | 0.53% | -0.2% |
| Q4 2022 | $969,626 | +8.3% | 22,813 | -1.7% | 0.53% | +1.5% |
| Q3 2022 | $895,000 | -2.1% | 23,215 | +0.7% | 0.52% | +3.2% |
| Q2 2022 | $914,000 | -13.6% | 23,049 | -1.9% | 0.51% | -4.3% |
| Q1 2022 | $1,058,000 | -11.2% | 23,506 | -1.8% | 0.53% | +6.6% |
| Q4 2021 | $1,191,000 | +14.1% | 23,945 | +5.8% | 0.50% | -5.0% |
| Q3 2021 | $1,044,000 | +1.7% | 22,637 | +4.0% | 0.52% | -0.6% |
| Q2 2021 | $1,027,000 | +0.3% | 21,764 | -2.8% | 0.53% | -4.7% |
| Q1 2021 | $1,024,000 | – | 22,384 | – | 0.55% | – |
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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% |