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 | $4,480,518 | +5.1% | 102,318 | +10.1% | 0.38% | -0.3% |
| Q2 2023 | $4,262,810 | +12.7% | 92,892 | +7.9% | 0.38% | +6.8% |
| Q1 2023 | $3,783,981 | +146395.6% | 86,116 | +41.7% | 0.35% | +37.7% |
| Q4 2022 | $2,583 | -99.9% | 60,793 | -2.3% | 0.26% | +17.9% |
| Q3 2022 | $2,400,000 | +10.9% | 62,253 | +14.1% | 0.22% | -5.2% |
| Q2 2022 | $2,165,000 | -15.4% | 54,563 | +0.5% | 0.23% | -10.9% |
| Q1 2022 | $2,560,000 | +9.7% | 54,302 | +15.7% | 0.26% | +13.7% |
| Q4 2021 | $2,334,000 | +30.0% | 46,940 | +20.6% | 0.23% | +17.0% |
| Q3 2021 | $1,796,000 | +23.2% | 38,928 | +26.0% | 0.19% | +19.8% |
| Q2 2021 | $1,458,000 | +122.6% | 30,883 | +115.6% | 0.16% | +97.6% |
| Q1 2021 | $655,000 | +79.5% | 14,323 | +58.4% | 0.08% | +60.8% |
| Q4 2020 | $365,000 | – | 9,043 | – | 0.05% | – |
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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% |