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 | $3,568,547 | -6.1% | 81,492 | -1.6% | 0.07% | -2.9% |
| Q2 2023 | $3,802,105 | +516.8% | 82,853 | +490.6% | 0.07% | +187.5% |
| Q1 2023 | $616,382 | -3.1% | 14,028 | -6.3% | 0.02% | -7.7% |
| Q4 2022 | $636,316 | -26.4% | 14,972 | -33.2% | 0.03% | -40.9% |
| Q3 2022 | $864,000 | -22.2% | 22,415 | -19.8% | 0.04% | -17.0% |
| Q2 2022 | $1,110,000 | -52.1% | 27,959 | -43.1% | 0.05% | -48.5% |
| Q1 2022 | $2,319,000 | -12.6% | 49,167 | -7.8% | 0.10% | +2.0% |
| Q4 2021 | $2,654,000 | – | 53,348 | – | 0.10% | – |
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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% |