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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $661,961 | +2.0% | 14,425 | -2.3% | 0.13% | -2.3% |
| Q1 2023 | $648,862 | +24.5% | 14,767 | +20.4% | 0.13% | +17.9% |
| Q4 2022 | $521,334 | -1.3% | 12,267 | -10.4% | 0.11% | -8.9% |
| Q3 2022 | $528,000 | +6.7% | 13,693 | +9.8% | 0.12% | +21.8% |
| Q2 2022 | $495,000 | -15.4% | 12,472 | +0.5% | 0.10% | +3.1% |
| Q1 2022 | $585,000 | -4.4% | 12,414 | +1.0% | 0.10% | 0.0% |
| Q4 2021 | $612,000 | +13.8% | 12,295 | +5.6% | 0.10% | -29.0% |
| Q3 2021 | $538,000 | +68.1% | 11,648 | +71.7% | 0.14% | +66.3% |
| Q2 2021 | $320,000 | – | 6,782 | – | 0.08% | – |
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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% |