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 | $1,088,663 | -10.8% | 24,861 | -6.5% | 0.44% | -2.2% |
| Q2 2023 | $1,220,307 | +8.8% | 26,592 | +4.2% | 0.45% | +2.5% |
| Q1 2023 | $1,121,876 | -7.2% | 25,532 | -10.2% | 0.44% | -12.3% |
| Q4 2022 | $1,208,403 | +254.4% | 28,433 | +231.1% | 0.50% | +230.1% |
| Q3 2022 | $341,000 | 0.0% | 8,588 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $341,000 | +31.2% | 8,588 | +55.7% | 0.15% | +43.0% |
| Q1 2022 | $260,000 | -15.0% | 5,517 | -10.4% | 0.11% | -19.5% |
| Q4 2021 | $306,000 | +7.7% | 6,155 | -0.0% | 0.13% | -0.7% |
| Q3 2021 | $284,000 | -3.7% | 6,158 | -1.6% | 0.13% | -21.2% |
| Q2 2021 | $295,000 | -34.4% | 6,260 | -36.4% | 0.17% | -41.2% |
| Q1 2021 | $450,000 | +1.8% | 9,838 | -10.1% | 0.29% | +5.1% |
| Q4 2020 | $442,000 | +23.5% | 10,945 | -4.4% | 0.28% | +3.8% |
| Q3 2020 | $358,000 | 0.0% | 11,454 | 0.0% | 0.26% | 0.0% |
| Q2 2020 | $358,000 | +10.2% | 11,454 | -10.8% | 0.26% | -2.6% |
| Q1 2020 | $325,000 | -2.1% | 12,840 | +40.3% | 0.27% | +17.2% |
| Q4 2019 | $332,000 | -15.9% | 9,155 | -21.4% | 0.23% | -21.4% |
| Q3 2019 | $395,000 | +211.0% | 11,647 | +211.8% | 0.30% | +204.1% |
| Q2 2019 | $127,000 | +4.1% | 3,735 | +2.3% | 0.10% | -6.7% |
| Q1 2019 | $122,000 | +369.2% | 3,651 | +308.4% | 0.10% | +316.0% |
| Q4 2018 | $26,000 | +160.0% | 894 | +222.7% | 0.02% | +177.8% |
| Q3 2018 | $10,000 | 0.0% | 277 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $10,000 | – | 277 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |