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 | $445,826 | -2.1% | 10,181 | +2.6% | 0.04% | -20.8% |
| Q2 2023 | $455,275 | +8.6% | 9,921 | +4.0% | 0.05% | +6.0% |
| Q1 2023 | $419,275 | +3.4% | 9,542 | 0.0% | 0.05% | -7.4% |
| Q4 2022 | $405,535 | +10.2% | 9,542 | 0.0% | 0.05% | -3.6% |
| Q3 2022 | $368,000 | -2.1% | 9,542 | +0.8% | 0.06% | 0.0% |
| Q2 2022 | $376,000 | -28.8% | 9,467 | -15.4% | 0.06% | -18.8% |
| Q1 2022 | $528,000 | -5.2% | 11,195 | 0.0% | 0.07% | -6.8% |
| Q4 2021 | $557,000 | – | 11,195 | – | 0.07% | – |
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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% |