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 | $362,581 | -5.1% | 8,280 | -0.6% | 0.20% | -3.9% |
Q2 2023 | $382,080 | +1.3% | 8,326 | -3.0% | 0.21% | -4.2% |
Q1 2023 | $377,005 | -5.8% | 8,580 | -4.5% | 0.22% | -6.9% |
Q4 2022 | $400,147 | +12.7% | 8,986 | -2.4% | 0.23% | +5.5% |
Q3 2022 | $355,000 | -4.8% | 9,211 | -1.9% | 0.22% | -3.5% |
Q2 2022 | $373,000 | -15.2% | 9,390 | -1.8% | 0.23% | -9.9% |
Q1 2022 | $440,000 | -10.2% | 9,559 | -3.0% | 0.25% | -6.0% |
Q4 2021 | $490,000 | +1.0% | 9,851 | -1.1% | 0.27% | +0.8% |
Q3 2021 | $485,000 | +3.9% | 9,959 | -0.6% | 0.27% | -0.4% |
Q2 2021 | $467,000 | -3.7% | 10,018 | -2.2% | 0.27% | -6.6% |
Q1 2021 | $485,000 | +0.2% | 10,242 | -10.1% | 0.29% | -5.9% |
Q4 2020 | $484,000 | +21.6% | 11,396 | -2.7% | 0.30% | +9.0% |
Q3 2020 | $398,000 | -16.9% | 11,715 | -16.8% | 0.28% | -17.9% |
Q2 2020 | $479,000 | -18.3% | 14,076 | -32.9% | 0.34% | -28.1% |
Q1 2020 | $586,000 | -34.8% | 20,968 | -15.8% | 0.47% | -26.7% |
Q4 2019 | $899,000 | +5.6% | 24,888 | -1.9% | 0.64% | -6.9% |
Q3 2019 | $851,000 | – | 25,362 | – | 0.69% | – |
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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% |