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 | $3,659 | -5.7% | 83,560 | -1.2% | 0.06% | 0.0% |
| Q2 2023 | $3,882 | +4.4% | 84,602 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $3,717 | -10.5% | 84,602 | -13.4% | 0.06% | -5.2% |
| Q4 2022 | $4,154 | -99.9% | 97,730 | -1.0% | 0.06% | -13.4% |
| Q3 2022 | $3,806,000 | -2.9% | 98,704 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $3,918,000 | -15.8% | 98,704 | 0.0% | 0.07% | -4.3% |
| Q1 2022 | $4,655,000 | -5.3% | 98,704 | -0.1% | 0.07% | -18.6% |
| Q4 2021 | $4,916,000 | +7.5% | 98,829 | -0.3% | 0.09% | -2.3% |
| Q3 2021 | $4,575,000 | -3.3% | 99,119 | -1.0% | 0.09% | -6.4% |
| Q2 2021 | $4,729,000 | -0.7% | 100,159 | -3.7% | 0.09% | -6.0% |
| Q1 2021 | $4,761,000 | +9.0% | 104,044 | -3.8% | 0.10% | -1.0% |
| Q4 2020 | $4,369,000 | +23.0% | 108,145 | -0.6% | 0.10% | +9.8% |
| Q3 2020 | $3,552,000 | +2.8% | 108,845 | -1.5% | 0.09% | -8.0% |
| Q2 2020 | $3,455,000 | +4.8% | 110,545 | -15.1% | 0.10% | -6.5% |
| Q1 2020 | $3,298,000 | -53.1% | 130,190 | -33.0% | 0.11% | -39.9% |
| Q4 2019 | $7,036,000 | +6.2% | 194,203 | -0.6% | 0.18% | -15.6% |
| Q3 2019 | $6,623,000 | -0.4% | 195,430 | +0.2% | 0.21% | 0.0% |
| Q2 2019 | $6,648,000 | +2.2% | 195,127 | +0.0% | 0.21% | -22.7% |
| Q1 2019 | $6,503,000 | +6.0% | 195,124 | -6.4% | 0.27% | -8.1% |
| Q4 2018 | $6,136,000 | – | 208,574 | – | 0.30% | – |
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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% |