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 | $529,815 | -7.0% | 12,099 | -2.5% | 0.07% | -9.9% |
| Q2 2023 | $569,449 | +2.5% | 12,409 | -1.8% | 0.08% | -10.0% |
| Q1 2023 | $555,446 | +3.4% | 12,641 | 0.0% | 0.09% | -26.2% |
| Q4 2022 | $537,243 | -8.2% | 12,641 | -16.7% | 0.12% | -21.8% |
| Q3 2022 | $585,000 | -2.8% | 15,177 | 0.0% | 0.16% | +45.8% |
| Q2 2022 | $602,000 | -15.9% | 15,177 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $716,000 | -16.3% | 15,177 | -11.7% | 0.11% | +8.7% |
| Q4 2021 | $855,000 | +7.7% | 17,194 | 0.0% | 0.10% | -9.6% |
| Q3 2021 | $794,000 | – | 17,194 | – | 0.11% | – |
Download | ||||||
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% |