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 | $585,647 | -4.7% | 13,374 | -0.1% | 0.09% | -4.4% |
| Q2 2023 | $614,651 | +3.9% | 13,394 | -0.5% | 0.09% | -2.2% |
| Q1 2023 | $591,301 | +31.2% | 13,457 | +26.9% | 0.09% | +22.7% |
| Q4 2022 | $450,585 | +18.9% | 10,602 | +7.9% | 0.08% | +2.7% |
| Q3 2022 | $379,000 | -53.4% | 9,824 | -52.0% | 0.07% | -56.0% |
| Q2 2022 | $813,000 | +73.3% | 20,473 | +105.8% | 0.17% | +121.3% |
| Q1 2022 | $469,000 | +85.4% | 9,949 | +95.5% | 0.08% | +87.5% |
| Q4 2021 | $253,000 | +8.1% | 5,088 | +0.5% | 0.04% | 0.0% |
| Q3 2021 | $234,000 | -22.5% | 5,063 | -20.9% | 0.04% | -13.0% |
| Q2 2021 | $302,000 | +22.8% | 6,400 | -15.0% | 0.05% | -31.3% |
| Q3 2020 | $246,000 | -36.3% | 7,531 | -39.0% | 0.07% | -41.7% |
| Q2 2020 | $386,000 | +1.6% | 12,354 | -17.6% | 0.12% | -23.8% |
| Q1 2020 | $380,000 | -99.1% | 14,990 | -98.8% | 0.15% | -98.8% |
| Q4 2019 | $43,687,000 | +5.6% | 1,205,813 | -1.2% | 13.03% | +0.5% |
| Q3 2019 | $41,380,000 | -2.2% | 1,221,020 | -1.7% | 12.96% | +1.1% |
| Q2 2019 | $42,317,000 | +5.0% | 1,242,075 | +2.7% | 12.82% | +0.1% |
| Q1 2019 | $40,319,000 | +211.6% | 1,209,697 | +175.0% | 12.81% | +113.6% |
| Q4 2018 | $12,941,000 | – | 439,860 | – | 6.00% | – |
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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% |