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 | $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 | 5,997,776 | $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% |