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 | $12,867,182 | -12.5% | 293,839 | -8.3% | 0.65% | -14.9% |
| Q2 2023 | $14,700,854 | +5.6% | 320,350 | +1.1% | 0.77% | -3.6% |
| Q1 2023 | $13,927,375 | +177.9% | 316,963 | +168.8% | 0.80% | +152.4% |
| Q4 2022 | $5,011,162 | +14.8% | 117,910 | +4.1% | 0.32% | -5.1% |
| Q3 2022 | $4,367,000 | -4.2% | 113,265 | -1.4% | 0.33% | -17.4% |
| Q2 2022 | $4,559,000 | -10.7% | 114,864 | +6.1% | 0.40% | +3.9% |
| Q1 2022 | $5,106,000 | +3.0% | 108,273 | +8.6% | 0.39% | +6.0% |
| Q4 2021 | $4,957,000 | +20.8% | 99,666 | +12.1% | 0.36% | +9.3% |
| Q3 2021 | $4,105,000 | +11.1% | 88,928 | +13.7% | 0.33% | +42.7% |
| Q2 2021 | $3,694,000 | +1.5% | 78,241 | -1.6% | 0.23% | -10.7% |
| Q1 2021 | $3,639,000 | +7.9% | 79,513 | -4.8% | 0.26% | -6.4% |
| Q4 2020 | $3,374,000 | +19.5% | 83,507 | -3.5% | 0.28% | -1.1% |
| Q3 2020 | $2,823,000 | -8.5% | 86,509 | -12.4% | 0.28% | -33.1% |
| Q2 2020 | $3,086,000 | +34.9% | 98,748 | +9.4% | 0.42% | +28.6% |
| Q1 2020 | $2,287,000 | – | 90,293 | – | 0.33% | – |
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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% |