SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 107 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,523 | -5.9% | 4,785 | -1.4% | 0.04% | -2.6% |
Q2 2023 | $222,732 | +4.6% | 4,854 | +0.1% | 0.04% | -2.5% |
Q1 2023 | $212,974 | +3.5% | 4,847 | +0.1% | 0.04% | -11.1% |
Q4 2022 | $205,749 | -10.2% | 4,841 | -0.4% | 0.04% | +2.3% |
Q1 2022 | $229,000 | -5.4% | 4,861 | +0.1% | 0.04% | +7.3% |
Q4 2021 | $242,000 | +8.0% | 4,856 | +0.1% | 0.04% | 0.0% |
Q3 2021 | $224,000 | -2.2% | 4,853 | +0.2% | 0.04% | -2.4% |
Q2 2021 | $229,000 | +3.6% | 4,845 | +0.1% | 0.04% | -4.5% |
Q1 2021 | $221,000 | -62.0% | 4,839 | -69.8% | 0.04% | -75.4% |
Q4 2019 | $581,000 | +21.0% | 16,037 | +13.3% | 0.18% | +11.9% |
Q3 2019 | $480,000 | 0.0% | 14,149 | +0.4% | 0.16% | 0.0% |
Q2 2019 | $480,000 | -0.4% | 14,087 | -2.6% | 0.16% | -4.2% |
Q1 2019 | $482,000 | +50.6% | 14,467 | +33.0% | 0.17% | +27.5% |
Q4 2018 | $320,000 | -81.0% | 10,877 | -76.6% | 0.13% | -77.6% |
Q3 2018 | $1,683,000 | +350.0% | 46,543 | +334.4% | 0.58% | +311.3% |
Q2 2018 | $374,000 | +47.2% | 10,714 | +39.7% | 0.14% | +37.9% |
Q1 2018 | $254,000 | – | 7,668 | – | 0.10% | – |
Download |
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% |