SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,647 | +40.0% | 13,511 | +46.7% | 0.24% | +50.0% |
| Q2 2023 | $422,693 | +20.2% | 9,211 | +15.1% | 0.16% | +15.3% |
| Q1 2023 | $351,520 | +3.4% | 8,000 | 0.0% | 0.14% | +3.0% |
| Q4 2022 | $340,000 | +10.4% | 8,000 | 0.0% | 0.13% | +3.9% |
| Q3 2022 | $308,000 | -3.1% | 8,000 | 0.0% | 0.13% | +2.4% |
| Q2 2022 | $318,000 | -15.6% | 8,000 | 0.0% | 0.12% | +6.8% |
| Q1 2022 | $377,000 | -5.3% | 8,000 | 0.0% | 0.12% | -0.8% |
| Q4 2021 | $398,000 | +7.9% | 8,000 | 0.0% | 0.12% | +4.4% |
| Q3 2021 | $369,000 | -2.6% | 8,000 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $379,000 | +3.6% | 8,000 | 0.0% | 0.11% | -2.6% |
| Q1 2021 | $366,000 | +13.3% | 8,000 | 0.0% | 0.12% | +1.8% |
| Q4 2020 | $323,000 | +23.8% | 8,000 | 0.0% | 0.11% | +7.5% |
| Q3 2020 | $261,000 | +4.4% | 8,000 | 0.0% | 0.11% | 0.0% |
| Q2 2020 | $250,000 | +16.3% | 8,000 | -5.9% | 0.11% | -2.8% |
| Q1 2020 | $215,000 | -26.4% | 8,500 | +5.6% | 0.11% | -4.4% |
| Q4 2019 | $292,000 | +7.0% | 8,050 | 0.0% | 0.11% | +11.8% |
| Q3 2019 | $273,000 | -0.4% | 8,050 | 0.0% | 0.10% | 0.0% |
| Q2 2019 | $274,000 | – | 8,050 | – | 0.10% | – |
Download | ||||||
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% |