SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,942,765 | +7.4% | 249,891 | +12.5% | 1.34% | +10.3% |
| Q2 2023 | $10,191,393 | +20.9% | 222,083 | +15.8% | 1.22% | +11.4% |
| Q1 2023 | $8,427,165 | +17.8% | 191,788 | +13.9% | 1.09% | +18.8% |
| Q4 2022 | $7,153,919 | +37.3% | 168,327 | +24.5% | 0.92% | +26.2% |
| Q3 2022 | $5,212,000 | +100.3% | 135,180 | +106.1% | 0.73% | +85.5% |
| Q2 2022 | $2,602,000 | +65.2% | 65,574 | +107.0% | 0.39% | +62.4% |
| Q1 2022 | $1,575,000 | 0.0% | 31,679 | 0.0% | 0.24% | 0.0% |
| Q4 2021 | $1,575,000 | +79.4% | 31,679 | +66.4% | 0.24% | +63.5% |
| Q3 2021 | $878,000 | +69.2% | 19,035 | +72.8% | 0.15% | +66.3% |
| Q2 2021 | $519,000 | -89.7% | 11,014 | -92.1% | 0.09% | -93.8% |
| Q4 2019 | $5,044,000 | -3.4% | 139,230 | -9.6% | 1.44% | -17.2% |
| Q3 2019 | $5,221,000 | -7.0% | 154,084 | -6.5% | 1.74% | -17.7% |
| Q2 2019 | $5,612,000 | +0.3% | 164,722 | -1.9% | 2.12% | +0.3% |
| Q1 2019 | $5,595,000 | +23.5% | 167,888 | +9.0% | 2.11% | +13.8% |
| Q4 2018 | $4,531,000 | – | 154,043 | – | 1.86% | – |
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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% |