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 | $20,596,749 | +0.1% | 470,352 | +4.9% | 0.85% | -1.0% |
| Q2 2023 | $20,584,280 | +29.8% | 448,546 | +24.3% | 0.86% | +16.6% |
| Q1 2023 | $15,859,435 | +7.4% | 360,932 | +3.9% | 0.74% | -1.9% |
| Q4 2022 | $14,762,079 | +10.3% | 347,355 | +0.0% | 0.75% | +0.5% |
| Q3 2022 | $13,388,000 | -0.2% | 347,212 | +2.8% | 0.75% | +1.8% |
| Q2 2022 | $13,412,000 | -10.8% | 337,906 | +6.0% | 0.74% | -15.9% |
| Q1 2022 | $15,030,000 | +6.0% | 318,679 | +11.8% | 0.88% | 0.0% |
| Q4 2021 | $14,182,000 | +17.1% | 285,140 | +8.7% | 0.88% | +4.9% |
| Q3 2021 | $12,112,000 | +8.0% | 262,386 | +10.4% | 0.84% | +0.7% |
| Q2 2021 | $11,216,000 | +8.0% | 237,593 | +4.7% | 0.83% | -17.0% |
| Q1 2021 | $10,385,000 | +410.6% | 226,956 | +350.9% | 1.00% | +375.7% |
| Q4 2020 | $2,034,000 | +64.2% | 50,331 | +32.6% | 0.21% | +38.2% |
| Q3 2020 | $1,239,000 | +32.9% | 37,956 | +27.1% | 0.15% | -0.7% |
| Q2 2020 | $932,000 | +59.9% | 29,860 | +29.7% | 0.15% | -0.6% |
| Q1 2020 | $583,000 | -7.0% | 23,021 | +33.0% | 0.15% | +10.0% |
| Q4 2019 | $627,000 | +56.0% | 17,310 | +45.9% | 0.14% | +44.3% |
| Q3 2019 | $402,000 | +2.0% | 11,865 | +2.7% | 0.10% | -2.0% |
| Q2 2019 | $394,000 | +2.3% | 11,556 | 0.0% | 0.10% | -19.5% |
| Q1 2019 | $385,000 | – | 11,556 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |