SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,992,448 | -21.4% | 342,372 | -17.6% | 7.57% | -16.6% |
| Q2 2023 | $19,077,247 | +6.5% | 415,717 | +1.9% | 9.08% | -3.1% |
| Q1 2023 | $17,917,829 | +9.7% | 407,779 | +6.1% | 9.37% | +3.8% |
| Q4 2022 | $16,333,793 | +93.6% | 384,325 | +75.7% | 9.02% | +79.6% |
| Q3 2022 | $8,436,000 | +392.5% | 218,775 | +406.8% | 5.02% | +426.6% |
| Q2 2022 | $1,713,000 | +147.9% | 43,171 | +194.5% | 0.95% | +169.5% |
| Q1 2022 | $691,000 | -3.9% | 14,657 | +1.3% | 0.35% | +1.4% |
| Q4 2021 | $719,000 | +10.6% | 14,465 | +2.7% | 0.35% | +3.3% |
| Q3 2021 | $650,000 | -35.5% | 14,084 | -34.0% | 0.34% | -32.9% |
| Q2 2021 | $1,007,000 | -6.2% | 21,334 | -9.0% | 0.50% | -10.3% |
| Q1 2021 | $1,073,000 | +9.4% | 23,444 | -3.4% | 0.56% | +0.9% |
| Q4 2020 | $981,000 | +25.3% | 24,276 | +1.1% | 0.56% | +10.7% |
| Q3 2020 | $783,000 | +3.0% | 24,006 | -1.3% | 0.50% | -3.6% |
| Q2 2020 | $760,000 | +25.8% | 24,324 | +1.9% | 0.52% | +7.6% |
| Q1 2020 | $604,000 | +7.3% | 23,865 | +44.3% | 0.48% | +9.7% |
| Q2 2019 | $563,000 | +2.7% | 16,537 | +3.5% | 0.44% | +0.7% |
| Q1 2019 | $548,000 | +134.2% | 15,977 | +101.2% | 0.44% | +96.9% |
| Q4 2018 | $234,000 | – | 7,942 | – | 0.22% | – |
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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% |