SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 153 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,762,273 | +7.1% | 108,752 | +12.2% | 0.40% | +7.9% |
Q2 2023 | $4,447,500 | +35.8% | 96,916 | +30.0% | 0.37% | +19.2% |
Q1 2023 | $3,275,134 | +47.7% | 74,537 | +42.9% | 0.31% | +35.7% |
Q4 2022 | $2,217,020 | +7.5% | 52,165 | -2.4% | 0.23% | -5.0% |
Q3 2022 | $2,062,000 | +372.9% | 53,475 | +386.5% | 0.24% | +387.8% |
Q2 2022 | $436,000 | -69.0% | 10,991 | -63.2% | 0.05% | -64.0% |
Q1 2022 | $1,407,000 | +528.1% | 29,842 | +562.4% | 0.14% | +547.6% |
Q4 2021 | $224,000 | -39.5% | 4,505 | -44.3% | 0.02% | -50.0% |
Q1 2021 | $370,000 | -52.9% | 8,090 | -58.4% | 0.04% | -56.7% |
Q4 2020 | $786,000 | +19.8% | 19,458 | -3.2% | 0.10% | +9.0% |
Q3 2020 | $656,000 | -17.9% | 20,104 | -21.4% | 0.09% | -23.9% |
Q2 2020 | $799,000 | +33.2% | 25,591 | +8.0% | 0.12% | -2.5% |
Q1 2020 | $600,000 | +1969.0% | 23,703 | +2904.2% | 0.12% | +2300.0% |
Q4 2019 | $29,000 | +123.1% | 789 | +103.9% | 0.01% | +66.7% |
Q3 2019 | $13,000 | 0.0% | 387 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $13,000 | +8.3% | 387 | 0.0% | 0.00% | +50.0% |
Q1 2019 | $12,000 | +9.1% | 387 | 0.0% | 0.00% | -33.3% |
Q4 2018 | $11,000 | -21.4% | 387 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $14,000 | +7.7% | 387 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $13,000 | – | 387 | – | 0.00% | – |
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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% |