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 | $1,389,185 | +8.6% | 31,723 | +13.8% | 0.45% | -2.8% |
| Q2 2023 | $1,279,358 | +25.3% | 27,879 | +20.0% | 0.46% | +97.0% |
| Q1 2023 | $1,020,671 | +130.2% | 23,229 | +122.6% | 0.23% | +147.9% |
| Q4 2022 | $443,451 | +44.9% | 10,434 | +31.4% | 0.09% | +13.3% |
| Q3 2022 | $306,000 | -1.9% | 7,940 | +20.2% | 0.08% | +3.8% |
| Q1 2022 | $312,000 | -99.9% | 6,608 | -44.1% | 0.08% | -44.8% |
| Q4 2021 | $588,374,000 | +103853.0% | 11,829 | -3.5% | 0.14% | -48.8% |
| Q3 2021 | $566,000 | +42.2% | 12,262 | +45.6% | 0.28% | -11.0% |
| Q2 2021 | $398,000 | -8.3% | 8,420 | -21.6% | 0.32% | -7.3% |
| Q3 2020 | $434,000 | +7.7% | 10,739 | -16.8% | 0.34% | +33.5% |
| Q2 2020 | $403,000 | -42.0% | 12,903 | -32.7% | 0.26% | -53.4% |
| Q4 2019 | $695,000 | – | 19,176 | – | 0.55% | – |
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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% |