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 | $233,752 | -2.7% | 5,338 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $240,143 | +8.3% | 5,233 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $221,810 | +51604.0% | 5,048 | -50.0% | 0.01% | -16.7% |
| Q4 2022 | $429 | -99.8% | 10,096 | +70.0% | 0.01% | -20.0% |
| Q3 2022 | $229,000 | -8.8% | 5,940 | -5.9% | 0.02% | -21.1% |
| Q2 2022 | $251,000 | +5.9% | 6,313 | +25.5% | 0.02% | +46.2% |
| Q1 2022 | $237,000 | -45.4% | 5,032 | -42.4% | 0.01% | -40.9% |
| Q4 2021 | $434,000 | +9.6% | 8,733 | +1.7% | 0.02% | 0.0% |
| Q3 2021 | $396,000 | +61.6% | 8,585 | +65.3% | 0.02% | +57.1% |
| Q2 2021 | $245,000 | +2.9% | 5,193 | +0.0% | 0.01% | 0.0% |
| Q1 2021 | $238,000 | -37.5% | 5,192 | -65.5% | 0.01% | -62.2% |
| Q1 2020 | $381,000 | -40.7% | 15,061 | -15.0% | 0.04% | -33.9% |
| Q4 2019 | $642,000 | +6.8% | 17,723 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $601,000 | -0.5% | 17,723 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $604,000 | +2.2% | 17,723 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $591,000 | +13.4% | 17,723 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $521,000 | – | 17,723 | – | 0.06% | – |
Download | ||||||
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% |