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 | $6,652,005 | -9.7% | 151,907 | -5.4% | 0.14% | -11.7% |
Q2 2023 | $7,370,260 | -1.3% | 160,607 | -5.5% | 0.16% | -6.9% |
Q1 2023 | $7,466,401 | -1.5% | 169,923 | -4.7% | 0.18% | -20.5% |
Q4 2022 | $7,578,058 | -2.6% | 178,307 | -11.7% | 0.22% | -23.9% |
Q3 2022 | $7,784,000 | -1.3% | 201,856 | +1.6% | 0.29% | -14.5% |
Q2 2022 | $7,883,000 | -23.8% | 198,602 | -9.4% | 0.34% | -13.6% |
Q1 2022 | $10,339,000 | -6.1% | 219,241 | -1.0% | 0.39% | +0.3% |
Q4 2021 | $11,010,000 | +1.8% | 221,357 | -5.5% | 0.39% | -9.1% |
Q3 2021 | $10,818,000 | -2.7% | 234,356 | -0.5% | 0.43% | -6.3% |
Q2 2021 | $11,117,000 | -1.0% | 235,489 | -4.0% | 0.46% | -12.8% |
Q1 2021 | $11,227,000 | +8.9% | 245,343 | -3.9% | 0.52% | -2.2% |
Q4 2020 | $10,309,000 | +20.4% | 255,177 | -2.8% | 0.54% | -9.3% |
Q3 2020 | $8,565,000 | +3.5% | 262,487 | -0.9% | 0.59% | -0.7% |
Q2 2020 | $8,278,000 | +28.8% | 264,892 | +4.4% | 0.60% | +4.7% |
Q1 2020 | $6,425,000 | +136.1% | 253,657 | +237.7% | 0.57% | +165.9% |
Q4 2019 | $2,721,000 | +5.5% | 75,115 | -1.3% | 0.21% | -7.4% |
Q3 2019 | $2,579,000 | -50.1% | 76,108 | -49.9% | 0.23% | -42.2% |
Q2 2019 | $5,172,000 | +98.1% | 151,810 | +93.8% | 0.40% | +4.7% |
Q1 2019 | $2,611,000 | +13.1% | 78,347 | -0.2% | 0.38% | -1.8% |
Q4 2018 | $2,309,000 | +8146.4% | 78,500 | +9749.4% | 0.39% | +6383.3% |
Q2 2018 | $28,000 | +600.0% | 797 | +644.9% | 0.01% | +500.0% |
Q1 2018 | $4,000 | – | 107 | – | 0.00% | – |
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% |