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 | $275,089 | -10.3% | 6,282 | -6.0% | 0.28% | -5.3% |
Q2 2023 | $306,637 | -17.3% | 6,682 | -20.8% | 0.30% | -22.4% |
Q1 2023 | $370,854 | -13.2% | 8,440 | -16.0% | 0.39% | +18.7% |
Q4 2022 | $427,083 | +9.8% | 10,049 | -0.5% | 0.33% | -6.8% |
Q3 2022 | $389,000 | -3.5% | 10,095 | -0.7% | 0.35% | +1.7% |
Q2 2022 | $403,000 | -17.6% | 10,166 | -1.9% | 0.34% | -7.3% |
Q1 2022 | $489,000 | -8.9% | 10,366 | -3.9% | 0.37% | +19.2% |
Q4 2021 | $537,000 | +7.0% | 10,790 | -0.8% | 0.31% | -11.1% |
Q3 2021 | $502,000 | -3.1% | 10,872 | -0.9% | 0.35% | -12.7% |
Q2 2021 | $518,000 | +1.4% | 10,972 | -1.7% | 0.40% | -5.2% |
Q1 2021 | $511,000 | +1177.5% | 11,157 | -3.2% | 0.42% | +3754.5% |
Q4 2020 | $40,000 | -92.8% | 11,529 | -31.9% | 0.01% | -97.9% |
Q3 2020 | $552,000 | +23.8% | 16,919 | +18.5% | 0.52% | +401.9% |
Q2 2020 | $446,000 | – | 14,274 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |