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 | $293,028 | -5.2% | 6,692 | -0.7% | 0.06% | 0.0% |
| Q2 2023 | $309,175 | +8.1% | 6,737 | +0.4% | 0.06% | -36.0% |
| Q1 2023 | $286,045 | -4.9% | 6,707 | +1.1% | 0.09% | -7.3% |
| Q4 2022 | $300,877 | +17.5% | 6,635 | -0.3% | 0.10% | -4.0% |
| Q3 2022 | $256,000 | -6.2% | 6,653 | -3.4% | 0.10% | -36.3% |
| Q2 2022 | $273,000 | -18.3% | 6,886 | -2.7% | 0.16% | -7.6% |
| Q1 2022 | $334,000 | -27.2% | 7,080 | -23.2% | 0.17% | -36.3% |
| Q4 2021 | $459,000 | +8.3% | 9,222 | +0.4% | 0.27% | +37.6% |
| Q3 2021 | $424,000 | +20.8% | 9,188 | +23.6% | 0.19% | +26.8% |
| Q2 2021 | $351,000 | – | 7,436 | – | 0.15% | – |
Download | ||||||
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% |