SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,238,665 | -0.8% | 210,977 | +4.0% | 1.07% | +0.7% |
| Q2 2023 | $9,309,318 | +7.9% | 202,862 | +3.3% | 1.06% | +6.6% |
| Q1 2023 | $8,629,660 | +7.6% | 196,396 | +4.1% | 1.00% | +7.2% |
| Q4 2022 | $8,020,066 | +12.4% | 188,707 | +1.9% | 0.93% | +2.4% |
| Q3 2022 | $7,138,000 | -1.4% | 185,123 | +1.5% | 0.91% | +3.3% |
| Q2 2022 | $7,241,000 | -15.6% | 182,441 | +0.3% | 0.88% | -5.8% |
| Q1 2022 | $8,579,000 | -5.8% | 181,909 | -0.7% | 0.93% | +2.1% |
| Q4 2021 | $9,112,000 | +6.3% | 183,183 | -1.3% | 0.91% | -46.4% |
| Q3 2021 | $8,568,000 | -3.7% | 185,611 | -1.5% | 1.70% | -3.0% |
| Q2 2021 | $8,898,000 | -0.8% | 188,482 | -3.8% | 1.76% | -6.8% |
| Q1 2021 | $8,970,000 | +11.2% | 196,027 | -1.8% | 1.89% | +4.4% |
| Q4 2020 | $8,067,000 | +21.5% | 199,678 | -1.9% | 1.81% | +8.5% |
| Q3 2020 | $6,641,000 | +3.0% | 203,514 | -1.3% | 1.66% | -4.1% |
| Q2 2020 | $6,446,000 | +18.6% | 206,270 | -3.8% | 1.74% | +3.1% |
| Q1 2020 | $5,433,000 | -33.4% | 214,497 | -4.7% | 1.68% | -20.0% |
| Q4 2019 | $8,155,000 | +8.3% | 225,100 | +1.4% | 2.10% | -0.9% |
| Q3 2019 | $7,527,000 | +2.8% | 222,092 | +3.3% | 2.12% | +0.1% |
| Q2 2019 | $7,324,000 | -3.2% | 214,956 | -5.4% | 2.12% | -8.9% |
| Q1 2019 | $7,570,000 | +23.2% | 227,115 | +8.7% | 2.33% | +10.6% |
| Q4 2018 | $6,146,000 | +7.0% | 208,894 | +31.4% | 2.11% | +15.7% |
| Q3 2018 | $5,746,000 | +15.9% | 158,952 | +11.9% | 1.82% | +6.2% |
| Q2 2018 | $4,956,000 | +7.4% | 142,075 | +2.1% | 1.71% | -6.2% |
| Q1 2018 | $4,615,000 | +3.7% | 139,177 | +4.3% | 1.83% | +5.5% |
| Q4 2017 | $4,450,000 | – | 133,403 | – | 1.73% | – |
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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% |