SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,792,800 | -3.8% | 63,777 | +0.8% | 1.11% | +2.4% |
| Q2 2023 | $2,903,280 | +9.0% | 63,266 | +4.3% | 1.08% | -0.7% |
| Q1 2023 | $2,664,472 | -1.3% | 60,639 | -4.5% | 1.09% | -7.5% |
| Q4 2022 | $2,699,312 | +10.8% | 63,513 | +0.5% | 1.18% | +6.6% |
| Q3 2022 | $2,436,000 | -10.8% | 63,171 | -8.2% | 1.11% | -6.8% |
| Q2 2022 | $2,730,000 | -38.7% | 68,782 | -27.1% | 1.19% | -26.7% |
| Q1 2022 | $4,452,000 | -5.7% | 94,393 | -0.6% | 1.62% | -4.3% |
| Q4 2021 | $4,722,000 | +14.2% | 94,940 | +6.0% | 1.69% | +2.0% |
| Q3 2021 | $4,134,000 | +2.5% | 89,553 | +4.8% | 1.66% | -0.6% |
| Q2 2021 | $4,032,000 | +13.0% | 85,411 | +9.5% | 1.67% | -0.1% |
| Q1 2021 | $3,568,000 | +22.2% | 77,966 | +7.9% | 1.67% | +9.8% |
| Q4 2020 | $2,919,000 | +26.2% | 72,250 | +1.9% | 1.52% | +1.5% |
| Q3 2020 | $2,313,000 | +14.0% | 70,871 | +9.2% | 1.50% | -0.8% |
| Q2 2020 | $2,029,000 | +101.3% | 64,917 | +63.1% | 1.51% | +64.1% |
| Q1 2020 | $1,008,000 | +106.1% | 39,813 | +194.9% | 0.92% | +139.8% |
| Q4 2019 | $489,000 | – | 13,502 | – | 0.38% | – |
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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% |