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 | 5,997,776 | $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% |