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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,763,000 | +36.9% | 122,209 | +44.4% | 1.13% | +55.9% |
| Q4 2021 | $4,211,000 | +19.6% | 84,658 | +11.0% | 0.72% | -5.4% |
| Q3 2021 | $3,521,000 | +2.9% | 76,278 | +5.2% | 0.77% | +1.5% |
| Q2 2021 | $3,423,000 | -11.3% | 72,508 | -14.0% | 0.76% | -40.6% |
| Q1 2021 | $3,858,000 | +37.0% | 84,318 | +20.9% | 1.27% | +55.9% |
| Q4 2020 | $2,817,000 | +23375.0% | 69,715 | +14607.8% | 0.82% | +16220.0% |
| Q1 2020 | $12,000 | -61.3% | 474 | -49.0% | 0.01% | -50.0% |
| Q3 2019 | $31,000 | +342.9% | 929 | +311.1% | 0.01% | +400.0% |
| Q2 2019 | $7,000 | -12.5% | 226 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $8,000 | – | 226 | – | 0.00% | – |
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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% |