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 | $1,615,300 | -6.4% | 36,887 | -1.9% | 0.37% | -5.6% |
| Q2 2023 | $1,725,596 | +2.0% | 37,603 | -2.3% | 0.39% | -3.7% |
| Q1 2023 | $1,691,352 | -1.6% | 38,492 | -4.8% | 0.40% | -7.1% |
| Q4 2022 | $1,718,458 | +6.4% | 40,434 | -3.4% | 0.44% | +5.6% |
| Q3 2022 | $1,615,000 | -2.5% | 41,876 | +0.3% | 0.41% | -1.4% |
| Q2 2022 | $1,657,000 | -14.9% | 41,745 | +1.2% | 0.42% | -7.1% |
| Q1 2022 | $1,946,000 | -1.5% | 41,270 | +3.9% | 0.45% | +1.8% |
| Q4 2021 | $1,976,000 | +12.4% | 39,719 | +4.3% | 0.44% | +3.0% |
| Q3 2021 | $1,758,000 | +6.4% | 38,086 | +8.8% | 0.43% | +2.9% |
| Q2 2021 | $1,653,000 | +1.1% | 35,011 | -2.0% | 0.42% | -9.1% |
| Q1 2021 | $1,635,000 | +1.2% | 35,736 | -10.6% | 0.46% | -8.9% |
| Q4 2020 | $1,615,000 | +8.1% | 39,967 | -12.7% | 0.50% | -3.8% |
| Q3 2020 | $1,494,000 | +2.2% | 45,791 | -2.2% | 0.52% | -5.7% |
| Q2 2020 | $1,462,000 | +12.5% | 46,799 | -2.0% | 0.56% | +0.4% |
| Q1 2020 | $1,300,000 | -21.7% | 47,762 | +5.7% | 0.56% | -21.8% |
| Q4 2019 | $1,660,000 | – | 45,187 | – | 0.71% | – |
Download | ||||||
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% |