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 | $7,903,355 | -2.7% | 180,483 | +1.9% | 0.41% | -2.4% |
| Q2 2023 | $8,124,772 | +5.5% | 177,048 | +1.0% | 0.42% | -14.7% |
| Q1 2023 | $7,702,062 | -24.0% | 175,286 | -26.5% | 0.49% | -31.9% |
| Q4 2022 | $10,139,652 | +18.6% | 238,580 | +7.6% | 0.72% | +10.3% |
| Q3 2022 | $8,548,000 | +8.9% | 221,681 | +12.1% | 0.65% | +10.3% |
| Q2 2022 | $7,847,000 | -5.4% | 197,709 | +12.4% | 0.59% | +10.1% |
| Q1 2022 | $8,297,000 | +2.5% | 175,929 | +8.1% | 0.54% | +13.6% |
| Q4 2021 | $8,097,000 | +101.0% | 162,780 | +86.5% | 0.47% | +69.8% |
| Q3 2021 | $4,029,000 | -2.4% | 87,286 | -0.2% | 0.28% | -17.8% |
| Q2 2021 | $4,128,000 | +4.2% | 87,430 | +1.0% | 0.34% | -15.3% |
| Q1 2021 | $3,962,000 | -11.7% | 86,598 | -22.0% | 0.40% | -56.5% |
| Q4 2020 | $4,487,000 | +17.6% | 111,071 | +0.7% | 0.92% | +11.8% |
| Q3 2020 | $3,816,000 | +3.9% | 110,345 | +3.3% | 0.82% | +0.9% |
| Q2 2020 | $3,671,000 | -99.9% | 106,829 | +7.3% | 0.81% | +8.7% |
| Q1 2020 | $2,668,391,000 | -86.2% | 99,604 | -81.3% | 0.75% | -84.1% |
| Q4 2019 | $19,321,980,000 | +24.2% | 532,726 | +12.4% | 4.70% | +2.1% |
| Q3 2019 | $15,556,130,000 | +100927.0% | 473,983 | +4.2% | 4.60% | -10.4% |
| Q2 2019 | $15,398,000 | -99.9% | 454,896 | +10.7% | 5.14% | +1.6% |
| Q1 2019 | $13,966,425,000 | +107832.2% | 410,898 | +4.8% | 5.06% | -17.2% |
| Q4 2018 | $12,940,000 | +724.7% | 392,129 | +695.5% | 6.11% | +1434.2% |
| Q3 2018 | $1,569,000 | +230.3% | 49,295 | +269.4% | 0.40% | +234.5% |
| Q2 2018 | $475,000 | – | 13,343 | – | 0.12% | – |
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% |