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 | $17,484,297 | -2.3% | 397,370 | +1.9% | 5.52% | -3.6% |
| Q2 2023 | $17,888,090 | +22.3% | 389,804 | +17.1% | 5.72% | +1.6% |
| Q1 2023 | $14,623,828 | +4.3% | 332,814 | +0.9% | 5.63% | -3.3% |
| Q4 2022 | $14,017,451 | +12.2% | 329,822 | +1.8% | 5.82% | +2.8% |
| Q3 2022 | $12,494,000 | -2.5% | 324,011 | +0.3% | 5.66% | +5.5% |
| Q2 2022 | $12,817,000 | -15.0% | 322,918 | +1.0% | 5.37% | -10.6% |
| Q1 2022 | $15,074,000 | +6.7% | 319,629 | +12.6% | 6.01% | +4.3% |
| Q4 2021 | $14,126,000 | +12.4% | 283,988 | +4.3% | 5.76% | +2.6% |
| Q3 2021 | $12,570,000 | +4.9% | 272,305 | +7.3% | 5.62% | +1.4% |
| Q2 2021 | $11,979,000 | +10.4% | 253,742 | +7.0% | 5.54% | -1.4% |
| Q1 2021 | $10,849,000 | +8.5% | 237,078 | -4.2% | 5.62% | +0.8% |
| Q4 2020 | $9,998,000 | +32.0% | 247,484 | +6.6% | 5.57% | +9.3% |
| Q3 2020 | $7,573,000 | -15.1% | 232,092 | -18.7% | 5.10% | -23.2% |
| Q2 2020 | $8,920,000 | +34.7% | 285,450 | +9.2% | 6.64% | +10.7% |
| Q1 2020 | $6,624,000 | – | 261,493 | – | 6.00% | – |
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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% |