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 | $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% | – |
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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% |