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 | $2,455,896 | -4.9% | 56,083 | -0.4% | 0.60% | -3.4% |
| Q2 2023 | $2,583,486 | +2.2% | 56,297 | -2.2% | 0.62% | -3.0% |
| Q1 2023 | $2,528,711 | +0.4% | 57,549 | -2.9% | 0.64% | -5.6% |
| Q4 2022 | $2,519,701 | +9.4% | 59,287 | -0.7% | 0.68% | -6.0% |
| Q3 2022 | $2,303,000 | -5.5% | 59,713 | -2.8% | 0.72% | -13.6% |
| Q2 2022 | $2,437,000 | -17.8% | 61,405 | -2.3% | 0.83% | -12.2% |
| Q1 2022 | $2,963,000 | -77.1% | 62,833 | -75.8% | 0.95% | -78.7% |
| Q4 2021 | $12,911,000 | – | 259,568 | – | 4.44% | – |
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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% |