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 | $1,165,025 | -4.4% | 26,605 | +0.2% | 0.09% | +2.2% |
| Q2 2023 | $1,218,657 | +10.1% | 26,556 | +5.5% | 0.09% | +4.6% |
| Q1 2023 | $1,106,532 | +1.3% | 25,183 | -2.0% | 0.09% | -6.5% |
| Q4 2022 | $1,091,892 | +5.0% | 25,692 | -4.7% | 0.09% | -4.1% |
| Q3 2022 | $1,040,000 | -8.5% | 26,967 | -5.9% | 0.10% | -4.0% |
| Q2 2022 | $1,137,000 | -16.0% | 28,650 | -0.2% | 0.10% | -4.7% |
| Q1 2022 | $1,354,000 | -6.2% | 28,712 | -1.1% | 0.11% | -1.9% |
| Q4 2021 | $1,444,000 | +6.6% | 29,031 | -1.1% | 0.11% | -2.7% |
| Q3 2021 | $1,355,000 | -2.4% | 29,363 | -0.2% | 0.11% | -3.5% |
| Q2 2021 | $1,389,000 | +0.1% | 29,436 | -2.9% | 0.12% | -3.4% |
| Q1 2021 | $1,387,000 | +1.3% | 30,319 | -10.5% | 0.12% | -33.5% |
| Q4 2020 | $1,369,000 | +74.4% | 33,869 | +40.7% | 0.18% | +1.7% |
| Q3 2020 | $785,000 | -8.8% | 24,070 | -12.7% | 0.18% | -16.6% |
| Q2 2020 | $861,000 | +18.3% | 27,566 | -4.1% | 0.21% | -3.2% |
| Q1 2020 | $728,000 | -47.6% | 28,749 | -24.9% | 0.22% | -32.9% |
| Q4 2019 | $1,388,000 | -2.7% | 38,304 | -8.9% | 0.32% | -11.0% |
| Q3 2019 | $1,426,000 | -2.2% | 42,064 | -1.7% | 0.36% | -7.1% |
| Q2 2019 | $1,458,000 | +4.8% | 42,788 | +2.5% | 0.39% | +0.8% |
| Q1 2019 | $1,391,000 | +19.0% | 41,748 | +5.1% | 0.39% | +1.0% |
| Q4 2018 | $1,169,000 | -14.2% | 39,722 | +5.4% | 0.39% | -4.5% |
| Q3 2018 | $1,362,000 | -11.0% | 37,690 | -14.1% | 0.40% | -18.1% |
| Q2 2018 | $1,531,000 | +15.5% | 43,901 | +9.8% | 0.49% | +13.9% |
| Q1 2018 | $1,326,000 | +24.6% | 39,975 | +25.4% | 0.43% | +18.3% |
| Q4 2017 | $1,064,000 | – | 31,884 | – | 0.37% | – |
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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% |