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 | $96,469,000 | +17831.0% | 2,203 | -81.1% | 0.02% | -85.7% |
Q3 2021 | $538,000 | -13.4% | 11,663 | -11.3% | 0.16% | -14.4% |
Q2 2021 | $621,000 | -53.1% | 13,144 | -54.5% | 0.19% | -59.1% |
Q1 2021 | $1,323,000 | -42.0% | 28,907 | -48.8% | 0.46% | -47.6% |
Q4 2020 | $2,283,000 | – | 56,507 | – | 0.88% | – |
Download |
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% |