SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,168 | -38.6% | 10,326 | -35.7% | 0.01% | -40.0% |
| Q2 2023 | $736,820 | -24.5% | 16,056 | -27.8% | 0.02% | -34.8% |
| Q1 2023 | $976,470 | -26.0% | 22,223 | -28.5% | 0.02% | -37.8% |
| Q4 2022 | $1,320,238 | +10.4% | 31,065 | +0.2% | 0.04% | +12.1% |
| Q3 2022 | $1,196,000 | -2.7% | 31,018 | +0.2% | 0.03% | -10.8% |
| Q2 2022 | $1,229,000 | -15.6% | 30,961 | +0.2% | 0.04% | +5.7% |
| Q1 2022 | $1,457,000 | +63.2% | 30,905 | +72.1% | 0.04% | +66.7% |
| Q4 2021 | $893,000 | – | 17,961 | – | 0.02% | – |
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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% |