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 | $55,048,773 | -0.5% | 1,292,549 | +7.4% | 0.49% | +2.3% |
| Q2 2023 | $55,350,677 | -12.7% | 1,203,769 | -16.6% | 0.48% | -20.6% |
| Q1 2023 | $63,418,067 | +2812.5% | 1,443,285 | +17.9% | 0.61% | +450.9% |
| Q4 2022 | $2,177,464 | -94.5% | 1,223,702 | +19.8% | 0.11% | -75.7% |
| Q3 2022 | $39,381,000 | +11.5% | 1,021,305 | +14.7% | 0.45% | +43.8% |
| Q2 2022 | $35,335,000 | +2.5% | 890,275 | +21.8% | 0.32% | +19.3% |
| Q1 2022 | $34,470,000 | -11.8% | 730,926 | -7.0% | 0.26% | -9.9% |
| Q4 2021 | $39,076,000 | +15.3% | 785,601 | +7.0% | 0.29% | +36.3% |
| Q3 2021 | $33,880,000 | +3.1% | 733,972 | +5.5% | 0.22% | -25.1% |
| Q2 2021 | $32,859,000 | +16.1% | 696,020 | +12.5% | 0.29% | +6.3% |
| Q1 2021 | $28,304,000 | +2.8% | 618,526 | -9.3% | 0.27% | -5.9% |
| Q4 2020 | $27,537,000 | +33.8% | 681,617 | +8.1% | 0.29% | +7.1% |
| Q3 2020 | $20,583,000 | +37.5% | 630,809 | +31.7% | 0.27% | +28.8% |
| Q2 2020 | $14,973,000 | +582.5% | 479,135 | +453.3% | 0.21% | +420.0% |
| Q1 2020 | $2,194,000 | +58.9% | 86,600 | +127.3% | 0.04% | +90.5% |
| Q4 2019 | $1,381,000 | +24.4% | 38,105 | +16.3% | 0.02% | +23.5% |
| Q3 2019 | $1,110,000 | -0.1% | 32,760 | +0.5% | 0.02% | -15.0% |
| Q2 2019 | $1,111,000 | +12.8% | 32,600 | +10.3% | 0.02% | +5.3% |
| Q1 2019 | $985,000 | +27.8% | 29,550 | +12.8% | 0.02% | 0.0% |
| Q4 2018 | $771,000 | +187.7% | 26,190 | +253.3% | 0.02% | +280.0% |
| Q3 2018 | $268,000 | +4366.7% | 7,414 | +10491.4% | 0.01% | – |
| Q3 2014 | $6,000 | – | 70 | – | 0.00% | – |
Download | ||||||
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% |