SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,308,733 | +5.3% | 326,758 | +10.3% | 0.20% | +5.1% |
Q2 2023 | $13,592,572 | +17.8% | 296,199 | +12.8% | 0.20% | +6.0% |
Q1 2023 | $11,537,633 | +2.9% | 262,577 | -0.5% | 0.18% | -5.6% |
Q4 2022 | $11,213,030 | +25.8% | 263,836 | +14.2% | 0.20% | +12.1% |
Q3 2022 | $8,911,000 | +19.7% | 231,104 | +23.2% | 0.17% | +22.5% |
Q2 2022 | $7,445,000 | +1.4% | 187,578 | +20.5% | 0.14% | +18.3% |
Q1 2022 | $7,344,000 | +13.4% | 155,719 | +19.6% | 0.12% | +17.6% |
Q4 2021 | $6,478,000 | +32.7% | 130,234 | +23.1% | 0.10% | +22.9% |
Q3 2021 | $4,882,000 | +91.5% | 105,758 | +95.9% | 0.08% | +88.6% |
Q2 2021 | $2,549,000 | +28.4% | 53,998 | +24.5% | 0.04% | +4.8% |
Q1 2021 | $1,985,000 | +29.0% | 43,378 | +13.9% | 0.04% | +20.0% |
Q4 2020 | $1,539,000 | +34.3% | 38,093 | +8.4% | 0.04% | +16.7% |
Q3 2020 | $1,146,000 | +130.6% | 35,127 | +120.8% | 0.03% | +114.3% |
Q2 2020 | $497,000 | – | 15,911 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |