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 | $37,212,083 | +9.7% | 849,787 | +15.0% | 0.05% | +9.1% |
| Q2 2023 | $33,918,430 | +17.7% | 739,124 | +12.7% | 0.04% | +10.0% |
| Q1 2023 | $28,810,534 | +35.9% | 655,679 | +31.4% | 0.04% | +25.0% |
| Q4 2022 | $21,203,249 | +71.0% | 498,898 | +55.1% | 0.03% | +45.5% |
| Q3 2022 | $12,401,000 | +39.5% | 321,624 | +43.6% | 0.02% | +46.7% |
| Q2 2022 | $8,892,000 | +24.5% | 224,038 | +47.9% | 0.02% | +36.4% |
| Q1 2022 | $7,142,000 | +7.0% | 151,431 | +12.9% | 0.01% | 0.0% |
| Q4 2021 | $6,674,000 | -14.8% | 134,164 | -21.0% | 0.01% | -21.4% |
| Q3 2021 | $7,835,000 | +22.7% | 169,755 | +25.5% | 0.01% | +16.7% |
| Q2 2021 | $6,387,000 | +373.1% | 135,278 | +358.5% | 0.01% | +300.0% |
| Q1 2021 | $1,350,000 | +971.4% | 29,507 | +845.7% | 0.00% | – |
| Q4 2020 | $126,000 | +70.3% | 3,120 | +37.8% | 0.00% | – |
| Q3 2020 | $74,000 | +12.1% | 2,264 | +6.8% | 0.00% | – |
| Q2 2020 | $66,000 | -90.7% | 2,120 | -92.4% | 0.00% | -100.0% |
| Q1 2020 | $708,000 | -49.8% | 27,952 | -28.1% | 0.00% | -40.0% |
| Q4 2019 | $1,409,000 | +2209.8% | 38,879 | +2059.9% | 0.01% | – |
| Q3 2019 | $61,000 | +2950.0% | 1,800 | +2712.5% | 0.00% | – |
| Q2 2019 | $2,000 | -75.0% | 64 | -73.6% | 0.00% | – |
| Q1 2019 | $8,000 | -99.2% | 242 | -99.1% | 0.00% | -100.0% |
| Q2 2018 | $952,000 | – | 27,291 | – | 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% |