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 | $614,987 | -4.6% | 14,044 | 0.0% | 0.06% | -9.4% |
| Q2 2023 | $644,479 | +0.2% | 14,044 | -4.1% | 0.06% | -8.6% |
| Q1 2023 | $643,326 | +1.9% | 14,641 | -1.4% | 0.07% | -6.7% |
| Q4 2022 | $631,253 | +10.2% | 14,853 | 0.0% | 0.08% | +1.4% |
| Q3 2022 | $573,000 | -2.9% | 14,853 | 0.0% | 0.07% | -2.6% |
| Q2 2022 | $590,000 | +0.7% | 14,853 | +19.6% | 0.08% | +31.0% |
| Q1 2022 | $586,000 | -5.2% | 12,421 | 0.0% | 0.06% | -10.8% |
| Q4 2021 | $618,000 | +7.9% | 12,421 | 0.0% | 0.06% | -7.1% |
| Q3 2021 | $573,000 | -2.2% | 12,421 | 0.0% | 0.07% | -10.3% |
| Q2 2021 | $586,000 | +1.2% | 12,421 | -1.9% | 0.08% | -11.4% |
| Q1 2021 | $579,000 | +13.1% | 12,661 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $512,000 | +24.0% | 12,661 | 0.0% | 0.09% | +11.2% |
| Q3 2020 | $413,000 | +4.3% | 12,661 | 0.0% | 0.08% | -11.1% |
| Q2 2020 | $396,000 | – | 12,661 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,749,413 | $251,766,845 | 10.80% |
| Atlas Private Wealth Advisors | 1,256,553 | $55,024,616 | 10.40% |
| Syntegra Private Wealth Group, LLC | 1,355,649 | $59,363,854 | 9.32% |
| Pachira Investments Inc. | 184,894 | $8,096,510 | 9.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 685,362 | $30,012,007 | 8.73% |
| Measured Wealth Private Client Group, LLC | 467,583 | $20,475,472 | 8.23% |
| Bridgeworth, LLC | 1,680,488 | $73,588,555 | 8.13% |
| RESTON WEALTH MANAGEMENT LLC | 342,372 | $14,992,448 | 7.57% |
| First International Bank & Trust | 438,801 | $19,215,096 | 6.92% |
| Peterson Wealth Advisors, LLC | 581,770 | $25,475,687 | 6.84% |