SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,348 | +3.1% | 144,967 | +8.0% | 0.10% | 0.0% |
| Q2 2023 | $6,158 | +10.8% | 134,199 | +6.1% | 0.10% | +2.1% |
| Q1 2023 | $5,557 | -99.9% | 126,477 | +14.0% | 0.10% | +14.3% |
| Q4 2022 | $4,714,000 | -99.9% | 110,912 | +6.2% | 0.08% | +5.0% |
| Q3 2022 | $4,027,000,000 | +109987.5% | 104,438 | +13.3% | 0.08% | +12.7% |
| Q2 2022 | $3,658,000 | -0.6% | 92,155 | +18.1% | 0.07% | +9.2% |
| Q1 2022 | $3,680,000 | -99.9% | 78,023 | +12.4% | 0.06% | +6.6% |
| Q4 2021 | $3,454,000,000 | +119747.3% | 69,444 | +11.2% | 0.06% | +5.2% |
| Q3 2021 | $2,882,000 | +10.2% | 62,431 | +12.7% | 0.06% | +5.5% |
| Q2 2021 | $2,615,000 | +32.9% | 55,395 | +28.8% | 0.06% | +14.6% |
| Q1 2021 | $1,968,000 | +60.7% | 43,015 | +41.9% | 0.05% | +41.2% |
| Q4 2020 | $1,225,000 | +31.7% | 30,315 | +6.3% | 0.03% | +9.7% |
| Q3 2020 | $930,000 | +13.6% | 28,508 | +8.8% | 0.03% | 0.0% |
| Q2 2020 | $819,000 | +46.5% | 26,202 | +18.7% | 0.03% | -35.4% |
| Q1 2020 | $559,000 | +3.7% | 22,070 | +48.3% | 0.05% | +118.2% |
| Q4 2019 | $539,000 | +114.7% | 14,880 | +100.6% | 0.02% | +83.3% |
| Q3 2019 | $251,000 | – | 7,418 | – | 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% |