SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,685,845 | -3.5% | 107,007 | +1.1% | 3.10% | -3.2% |
| Q2 2023 | $4,856,243 | +5.3% | 105,824 | +0.9% | 3.20% | -2.4% |
| Q1 2023 | $4,610,219 | +6.3% | 104,921 | +2.8% | 3.28% | -5.8% |
| Q4 2022 | $4,337,931 | +17.1% | 102,069 | +6.2% | 3.48% | -6.6% |
| Q3 2022 | $3,704,000 | +0.4% | 96,071 | +3.4% | 3.73% | +4.7% |
| Q2 2022 | $3,689,000 | -11.7% | 92,947 | +4.9% | 3.56% | -2.3% |
| Q1 2022 | $4,178,000 | -3.0% | 88,594 | +2.4% | 3.65% | -8.4% |
| Q4 2021 | $4,305,000 | – | 86,543 | – | 3.98% | – |
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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% |