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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,651,411 | -4.6% | 106,221 | +0.0% | 1.52% | +1.3% |
Q2 2023 | $4,873,388 | +5.1% | 106,197 | +0.7% | 1.50% | +7.2% |
Q1 2023 | $4,634,833 | -19.0% | 105,481 | -18.9% | 1.40% | -1.3% |
Q4 2022 | $5,724,122 | +9.0% | 130,035 | -1.8% | 1.42% | +0.1% |
Q3 2022 | $5,250,000 | -2.1% | 132,402 | -2.0% | 1.42% | +1.6% |
Q2 2022 | $5,361,000 | -7.7% | 135,061 | -0.9% | 1.40% | -7.7% |
Q1 2022 | $5,811,000 | -25.4% | 136,304 | -13.0% | 1.51% | -16.2% |
Q4 2021 | $7,792,000 | +7.0% | 156,660 | -0.7% | 1.80% | +14.5% |
Q3 2021 | $7,282,000 | -2.3% | 157,747 | +1.4% | 1.58% | +5.4% |
Q2 2021 | $7,454,000 | +0.8% | 155,644 | +0.5% | 1.50% | +2.3% |
Q1 2021 | $7,392,000 | +21.8% | 154,798 | +3.0% | 1.46% | +12.6% |
Q4 2020 | $6,069,000 | +12.4% | 150,224 | +3.3% | 1.30% | +8.3% |
Q3 2020 | $5,400,000 | +6.8% | 145,463 | -1.2% | 1.20% | +14.0% |
Q2 2020 | $5,056,000 | +52.7% | 147,156 | +12.6% | 1.05% | +40.8% |
Q1 2020 | $3,310,000 | -20.5% | 130,679 | +13.7% | 0.75% | -25.7% |
Q4 2019 | $4,163,000 | +4.3% | 114,910 | -2.4% | 1.01% | +6.5% |
Q3 2019 | $3,991,000 | -1.6% | 117,757 | -1.1% | 0.94% | -10.8% |
Q2 2019 | $4,056,000 | +30.3% | 119,062 | +27.5% | 1.06% | +22.4% |
Q1 2019 | $3,113,000 | +48.9% | 93,385 | +31.4% | 0.86% | -4.0% |
Q4 2018 | $2,090,000 | -58.2% | 71,056 | -48.6% | 0.90% | -31.9% |
Q3 2018 | $4,998,000 | +173.0% | 138,264 | +163.5% | 1.32% | -12.0% |
Q2 2018 | $1,831,000 | +36.0% | 52,481 | +29.3% | 1.50% | +49.5% |
Q1 2018 | $1,346,000 | +42.9% | 40,577 | +43.8% | 1.01% | +27.2% |
Q4 2017 | $942,000 | – | 28,226 | – | 0.79% | – |
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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% |