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 | $2,425,987 | -9.0% | 56,775 | -3.9% | 0.27% | -8.2% |
| Q2 2023 | $2,667,154 | -1.5% | 59,073 | -6.5% | 0.29% | -6.1% |
| Q1 2023 | $2,707,246 | -10.5% | 63,209 | -6.9% | 0.31% | -22.0% |
| Q4 2022 | $3,025,784 | +5.5% | 67,888 | -6.3% | 0.40% | -14.5% |
| Q3 2022 | $2,867,000 | -8.4% | 72,429 | -5.7% | 0.47% | +0.6% |
| Q2 2022 | $3,131,000 | -21.2% | 76,819 | -11.4% | 0.46% | -10.4% |
| Q1 2022 | $3,973,000 | -13.1% | 86,663 | -5.7% | 0.52% | -7.7% |
| Q4 2021 | $4,570,000 | +1.8% | 91,871 | -5.5% | 0.56% | -1.2% |
| Q3 2021 | $4,488,000 | -6.0% | 97,230 | -3.8% | 0.57% | -8.7% |
| Q2 2021 | $4,774,000 | -4.0% | 101,122 | -7.0% | 0.62% | -10.7% |
| Q1 2021 | $4,975,000 | -0.2% | 108,720 | -11.8% | 0.70% | -0.1% |
| Q4 2020 | $4,983,000 | +3.7% | 123,332 | -16.3% | 0.70% | -6.4% |
| Q3 2020 | $4,805,000 | -22.5% | 147,272 | -25.8% | 0.75% | -21.6% |
| Q2 2020 | $6,203,000 | -49.5% | 198,492 | -59.0% | 0.95% | -55.9% |
| Q1 2020 | $12,275,000 | -45.6% | 484,584 | -22.1% | 2.16% | -39.0% |
| Q4 2019 | $22,544,000 | -22.1% | 622,234 | -27.1% | 3.54% | -19.3% |
| Q3 2019 | $28,934,000 | -10.0% | 853,760 | -9.5% | 4.39% | -10.6% |
| Q2 2019 | $32,135,000 | +81.9% | 943,207 | +78.0% | 4.91% | +63.7% |
| Q1 2019 | $17,663,000 | – | 529,938 | – | 3.00% | – |
Download | ||||||
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% |