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 | $1,386,783 | -5.6% | 31,668 | -1.1% | 0.09% | -12.5% |
| Q2 2023 | $1,469,814 | +8.9% | 32,029 | +4.2% | 0.10% | 0.0% |
| Q1 2023 | $1,350,294 | +9.0% | 30,730 | +5.4% | 0.10% | +1.0% |
| Q4 2022 | $1,239,279 | +4.8% | 29,159 | -4.9% | 0.10% | -16.9% |
| Q3 2022 | $1,182,000 | -29.7% | 30,651 | -27.7% | 0.12% | -19.0% |
| Q2 2022 | $1,682,000 | -15.6% | 42,383 | +0.3% | 0.15% | -5.6% |
| Q1 2022 | $1,994,000 | +271.3% | 42,274 | +291.7% | 0.16% | +315.4% |
| Q4 2021 | $537,000 | +27.3% | 10,792 | +18.1% | 0.04% | +8.3% |
| Q3 2021 | $422,000 | +17.9% | 9,141 | +20.5% | 0.04% | +12.5% |
| Q2 2021 | $358,000 | +1690.0% | 7,583 | +878.5% | 0.03% | +128.6% |
| Q1 2020 | $20,000 | – | 775 | – | 0.01% | – |
Download | ||||||
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% |