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 | $665 | -26.1% | 15,185 | -22.6% | 0.00% | -33.3% |
| Q2 2023 | $900 | -26.1% | 19,615 | -29.3% | 0.00% | -40.0% |
| Q1 2023 | $1,218 | +11.3% | 27,731 | +7.8% | 0.01% | +25.0% |
| Q4 2022 | $1,094 | -99.9% | 25,730 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $1,001,000 | -10.3% | 25,959 | -6.1% | 0.00% | -20.0% |
| Q2 2022 | $1,116,000 | +12.8% | 27,640 | +39.0% | 0.01% | +25.0% |
| Q4 2021 | $989,000 | +62.4% | 19,888 | +50.8% | 0.00% | +33.3% |
| Q3 2021 | $609,000 | -1.9% | 13,190 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $621,000 | +15.6% | 13,162 | +12.1% | 0.00% | 0.0% |
| Q1 2021 | $537,000 | +6.1% | 11,741 | -6.2% | 0.00% | +50.0% |
| Q4 2020 | $506,000 | +12.4% | 12,521 | -9.1% | 0.00% | -33.3% |
| Q3 2020 | $450,000 | -0.7% | 13,781 | -4.9% | 0.00% | 0.0% |
| Q2 2020 | $453,000 | +37.7% | 14,494 | +11.6% | 0.00% | 0.0% |
| Q1 2020 | $329,000 | +16.7% | 12,990 | +67.0% | 0.00% | +50.0% |
| Q4 2019 | $282,000 | -75.5% | 7,779 | -77.0% | 0.00% | -77.8% |
| Q2 2019 | $1,153,000 | -34.5% | 33,838 | -35.9% | 0.01% | -35.7% |
| Q1 2019 | $1,759,000 | +11.7% | 52,788 | -1.4% | 0.01% | -6.7% |
| Q4 2018 | $1,575,000 | -38.5% | 53,552 | -24.3% | 0.02% | -31.8% |
| Q3 2018 | $2,559,000 | +6.8% | 70,776 | +3.1% | 0.02% | -4.3% |
| Q2 2018 | $2,395,000 | +8.7% | 68,660 | +3.3% | 0.02% | +4.5% |
| Q1 2018 | $2,204,000 | +39.6% | 66,455 | +40.4% | 0.02% | +37.5% |
| Q4 2017 | $1,579,000 | – | 47,346 | – | 0.02% | – |
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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% |