SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,551 | -4.6% | 5,562 | +0.0% | 0.01% | 0.0% |
| Q2 2023 | $255,180 | +4.5% | 5,561 | +0.0% | 0.01% | -8.3% |
| Q1 2023 | $244,284 | +3.4% | 5,559 | +0.0% | 0.01% | -85.2% |
| Q4 2022 | $236,233 | +10.4% | 5,558 | +0.0% | 0.08% | +575.0% |
| Q3 2022 | $214,000 | -3.2% | 5,557 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $221,000 | -15.6% | 5,556 | +0.0% | 0.01% | -7.7% |
| Q1 2022 | $262,000 | +20.7% | 5,555 | +27.5% | 0.01% | +18.2% |
| Q4 2021 | $217,000 | +6.4% | 4,356 | -1.5% | 0.01% | 0.0% |
| Q3 2021 | $204,000 | +0.5% | 4,421 | +2.7% | 0.01% | 0.0% |
| Q2 2021 | $203,000 | -6.0% | 4,304 | -8.7% | 0.01% | -15.4% |
| Q1 2021 | $216,000 | – | 4,714 | – | 0.01% | – |
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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% |