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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $39,265 | +35.8% | 856 | +30.1% | 0.02% | +13.3% |
| Q1 2023 | $28,924 | +195.8% | 658 | +186.1% | 0.02% | +200.0% |
| Q4 2022 | $9,779 | +8.7% | 230 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $9,000 | -10.0% | 230 | -9.4% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -23.1% | 254 | -10.6% | 0.01% | -25.0% |
| Q1 2022 | $13,000 | -13.3% | 284 | -6.3% | 0.01% | -11.1% |
| Q4 2021 | $15,000 | -16.7% | 303 | -21.5% | 0.01% | -30.8% |
| Q2 2021 | $18,000 | +100.0% | 386 | +95.9% | 0.01% | +62.5% |
| Q1 2021 | $9,000 | +12.5% | 197 | +0.5% | 0.01% | +14.3% |
| Q4 2020 | $8,000 | +33.3% | 196 | +0.5% | 0.01% | +16.7% |
| Q3 2020 | $6,000 | – | 195 | – | 0.01% | – |
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% |