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 | $12,283,077 | -1.2% | 280,499 | +3.5% | 1.30% | +5.1% |
| Q2 2023 | $12,433,965 | +6.9% | 270,952 | +2.4% | 1.24% | +0.2% |
| Q1 2023 | $11,626,046 | +22.3% | 264,589 | +18.3% | 1.24% | +14.1% |
| Q4 2022 | $9,508,750 | +9.8% | 223,735 | -0.4% | 1.09% | -0.3% |
| Q3 2022 | $8,661,000 | -4.1% | 224,600 | -1.3% | 1.09% | -2.2% |
| Q2 2022 | $9,031,000 | -35.1% | 227,540 | -22.9% | 1.11% | -26.8% |
| Q1 2022 | $13,920,000 | -70.3% | 295,173 | -68.7% | 1.52% | -66.4% |
| Q4 2021 | $46,872,000 | +11.7% | 942,342 | +3.7% | 4.53% | -5.0% |
| Q3 2021 | $41,947,000 | +6.2% | 908,731 | +8.6% | 4.77% | +5.1% |
| Q2 2021 | $39,507,000 | +11.0% | 836,842 | +7.6% | 4.54% | -7.5% |
| Q1 2021 | $35,605,000 | +9.9% | 778,081 | -2.9% | 4.90% | +4.5% |
| Q4 2020 | $32,389,000 | +15.6% | 801,706 | -6.6% | 4.69% | +2.6% |
| Q3 2020 | $28,020,000 | +52.4% | 858,718 | +46.0% | 4.57% | +35.4% |
| Q2 2020 | $18,382,000 | +300.3% | 588,226 | +224.5% | 3.38% | +207.8% |
| Q1 2020 | $4,592,000 | -19.0% | 181,286 | +15.9% | 1.10% | -2.7% |
| Q4 2019 | $5,667,000 | +5.8% | 156,419 | -1.0% | 1.13% | -0.5% |
| Q3 2019 | $5,356,000 | -42.1% | 158,042 | -41.8% | 1.13% | -45.9% |
| Q2 2019 | $9,251,000 | +7.8% | 271,530 | +5.5% | 2.10% | +1.3% |
| Q1 2019 | $8,580,000 | +28.7% | 257,414 | +13.6% | 2.07% | +16.2% |
| Q4 2018 | $6,668,000 | -14.0% | 226,647 | +5.6% | 1.78% | -10.8% |
| Q3 2018 | $7,757,000 | +12.7% | 214,580 | +8.7% | 2.00% | +7.7% |
| Q2 2018 | $6,884,000 | – | 197,359 | – | 1.86% | – |
Download | ||||||
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% |