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 | $2,244,894 | -4.8% | 51,265 | -0.3% | 0.97% | -4.2% |
| Q2 2023 | $2,358,654 | +20.3% | 51,398 | +15.2% | 1.01% | +14.6% |
| Q1 2023 | $1,960,779 | +9.4% | 44,624 | +5.8% | 0.88% | +3.6% |
| Q4 2022 | $1,792,225 | +15.3% | 42,170 | +4.6% | 0.85% | +3.6% |
| Q3 2022 | $1,554,000 | +2.8% | 40,299 | +5.8% | 0.82% | +6.6% |
| Q2 2022 | $1,512,000 | +3.3% | 38,102 | +22.7% | 0.77% | +16.2% |
| Q1 2022 | $1,464,000 | -3.8% | 31,045 | +1.5% | 0.66% | -1.0% |
| Q4 2021 | $1,522,000 | +4.1% | 30,598 | +2.3% | 0.67% | +1.4% |
| Q3 2021 | $1,462,000 | +9.3% | 29,909 | +5.6% | 0.66% | -2.5% |
| Q2 2021 | $1,338,000 | +11.4% | 28,331 | +7.9% | 0.68% | +4.0% |
| Q1 2021 | $1,201,000 | +10.4% | 26,256 | -2.5% | 0.65% | +0.3% |
| Q4 2020 | $1,088,000 | +21.0% | 26,927 | -2.3% | 0.65% | +4.3% |
| Q3 2020 | $899,000 | +8.2% | 27,563 | +3.7% | 0.62% | -0.3% |
| Q2 2020 | $831,000 | +31.3% | 26,582 | +6.4% | 0.63% | +9.6% |
| Q1 2020 | $633,000 | +0.2% | 24,994 | +43.2% | 0.57% | +19.4% |
| Q4 2019 | $632,000 | – | 17,457 | – | 0.48% | – |
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% |