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 | $33,850 | -4.6% | 773 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $35,473 | +4.4% | 773 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33,966 | +3.4% | 773 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,852 | +9.5% | 773 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $30,000 | -3.2% | 773 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -13.9% | 773 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -5.3% | 773 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | +5.6% | 773 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | -46.3% | 773 | -45.7% | 0.00% | -50.0% |
| Q2 2021 | $67,000 | +91.4% | 1,423 | +84.1% | 0.01% | +50.0% |
| Q1 2021 | $35,000 | +12.9% | 773 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +6.9% | 773 | -12.8% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | -3.3% | 886 | -7.9% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +7.1% | 962 | -11.4% | 0.00% | -20.0% |
| Q1 2020 | $28,000 | -20.0% | 1,086 | +13.4% | 0.01% | -16.7% |
| Q4 2019 | $35,000 | – | 958 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |