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 | $223 | -4.7% | 5,100 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $234 | +4.5% | 5,100 | 0.0% | 0.04% | -5.4% |
| Q1 2023 | $224 | +3.2% | 5,100 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $217 | -99.9% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $197,000 | -2.5% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $202,000 | -16.2% | 5,100 | 0.0% | 0.04% | -5.0% |
| Q1 2022 | $241,000 | -5.1% | 5,100 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $254,000 | +8.1% | 5,100 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $235,000 | -2.5% | 5,100 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $241,000 | +3.4% | 5,100 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $233,000 | +13.1% | 5,100 | 0.0% | 0.04% | -4.4% |
| Q4 2020 | $206,000 | +24.1% | 5,100 | 0.0% | 0.04% | +9.8% |
| Q3 2020 | $166,000 | +0.6% | 5,100 | -2.0% | 0.04% | -6.8% |
| Q2 2020 | $165,000 | +108.9% | 5,202 | +67.8% | 0.04% | +76.0% |
| Q1 2020 | $79,000 | -40.6% | 3,100 | -15.9% | 0.02% | -34.2% |
| Q3 2018 | $133,000 | +2560.0% | 3,687 | +5944.3% | 0.04% | +1166.7% |
| Q1 2015 | $5,000 | – | 61 | – | 0.00% | – |
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% |