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 | $534,726 | -4.2% | 12,211 | +0.4% | 0.18% | -1.1% |
| Q2 2023 | $557,893 | -85.5% | 12,157 | -86.5% | 0.18% | -85.6% |
| Q1 2023 | $3,846,501 | -6.5% | 90,100 | -6.9% | 1.26% | -14.3% |
| Q4 2022 | $4,114,069 | +5.1% | 96,802 | -4.6% | 1.47% | +3.5% |
| Q3 2022 | $3,913,000 | -4.7% | 101,489 | -2.0% | 1.42% | +1.4% |
| Q2 2022 | $4,108,000 | -23.8% | 103,513 | -9.4% | 1.40% | -10.9% |
| Q1 2022 | $5,389,000 | +18.0% | 114,273 | +24.4% | 1.57% | +19.8% |
| Q4 2021 | $4,568,000 | +12.4% | 91,832 | +4.3% | 1.31% | -37.2% |
| Q3 2021 | $4,063,000 | +0.2% | 88,012 | +2.5% | 2.09% | +65.3% |
| Q2 2021 | $4,054,000 | +13.0% | 85,870 | +9.5% | 1.26% | +5.9% |
| Q1 2021 | $3,588,000 | – | 78,413 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |