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 | $710,712 | -29.7% | 16,230 | -26.3% | 0.01% | -26.7% |
| Q2 2023 | $1,010,865 | +4.4% | 22,028 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $967,910 | +3.4% | 22,028 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $936,190 | +10.3% | 22,028 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $849,000 | -2.9% | 22,028 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $874,000 | -15.9% | 22,028 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,039,000 | +24.9% | 22,028 | +31.7% | 0.01% | +40.0% |
| Q4 2021 | $832,000 | +7.8% | 16,730 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $772,000 | -2.3% | 16,730 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $790,000 | -2.6% | 16,730 | -5.6% | 0.01% | -15.4% |
| Q1 2021 | $811,000 | +23.6% | 17,730 | +9.2% | 0.01% | +18.2% |
| Q4 2020 | $656,000 | +23.8% | 16,230 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $530,000 | +4.5% | 16,230 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $507,000 | +23.4% | 16,230 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $411,000 | – | 16,230 | – | 0.01% | – |
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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% |