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 | $113,683 | +23.0% | 2,596,106 | +28.9% | 0.70% | +22.1% |
| Q2 2023 | $92,411 | +90.9% | 2,013,747 | +82.8% | 0.57% | +74.6% |
| Q1 2023 | $48,396 | +123.3% | 1,101,417 | +116.0% | 0.33% | +104.4% |
| Q4 2022 | $21,670 | -96.7% | 509,875 | +2859.2% | 0.16% | +3100.0% |
| Q3 2022 | $664,000 | -11.1% | 17,230 | -8.5% | 0.01% | -16.7% |
| Q2 2022 | $747,000 | -15.2% | 18,830 | +0.8% | 0.01% | 0.0% |
| Q1 2022 | $881,000 | -35.0% | 18,682 | -31.4% | 0.01% | -40.0% |
| Q4 2021 | $1,355,000 | -25.6% | 27,235 | -29.4% | 0.01% | -33.3% |
| Q2 2021 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $1,822,000 | 0.0% | 38,591 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $1,822,000 | – | 38,591 | – | 0.02% | – |
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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% |