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 | $2,076,741 | +9467.6% | 47,425 | +9926.4% | 0.06% | +6400.0% |
| Q2 2023 | $21,706 | +2124.0% | 473 | -97.9% | 0.00% | -96.8% |
| Q1 2023 | $976 | +115.9% | 22,196 | +108.8% | 0.03% | +63.2% |
| Q4 2022 | $452 | -100.0% | 10,630 | -91.3% | 0.02% | -75.0% |
| Q3 2022 | $4,707,000 | +1813.4% | 122,054 | +1870.2% | 0.08% | +1166.7% |
| Q2 2022 | $246,000 | -72.7% | 6,195 | -67.6% | 0.01% | -33.3% |
| Q1 2022 | $900,000 | -43.2% | 19,102 | -40.0% | 0.01% | -66.7% |
| Q4 2021 | $1,584,000 | -33.4% | 31,839 | -38.2% | 0.03% | -55.7% |
| Q3 2021 | $2,377,000 | +9804.2% | 51,502 | +10179.8% | 0.06% | +6000.0% |
| Q2 2021 | $24,000 | +84.6% | 501 | +69.8% | 0.00% | – |
| Q1 2021 | $13,000 | -89.2% | 295 | -90.0% | 0.00% | -100.0% |
| Q4 2020 | $120,000 | -97.0% | 2,961 | -97.6% | 0.00% | -91.1% |
| Q3 2020 | $4,053,000 | +536.3% | 124,182 | +509.8% | 0.04% | +73.1% |
| Q2 2020 | $637,000 | +12.3% | 20,366 | +30.1% | 0.03% | -44.7% |
| Q4 2019 | $567,000 | -21.8% | 15,651 | -26.8% | 0.05% | -6.0% |
| Q3 2019 | $725,000 | +10.7% | 21,367 | +11.1% | 0.05% | +13.6% |
| Q2 2019 | $655,000 | -26.2% | 19,224 | -27.9% | 0.04% | -18.5% |
| Q1 2019 | $888,000 | +55.0% | 26,649 | +68.2% | 0.05% | +28.6% |
| Q3 2018 | $573,000 | -30.4% | 15,847 | -32.8% | 0.04% | -8.7% |
| Q2 2018 | $823,000 | -56.6% | 23,599 | -58.7% | 0.05% | -71.6% |
| Q1 2018 | $1,897,000 | +7196.2% | 57,197 | +16527.0% | 0.16% | +3950.0% |
| Q1 2016 | $26,000 | +2500.0% | 344 | +2766.7% | 0.00% | – |
| Q1 2015 | $1,000 | -87.5% | 12 | -87.9% | 0.00% | -100.0% |
| Q3 2014 | $8,000 | – | 99 | – | 0.00% | – |
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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% |