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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,955,020 | +8.4% | 42,602 | +3.8% | 0.52% | +8.6% |
| Q1 2023 | $1,803,179 | +7.1% | 41,037 | +3.6% | 0.48% | +6.0% |
| Q4 2022 | $1,684,075 | +12.0% | 39,625 | +1.6% | 0.45% | +8.7% |
| Q3 2022 | $1,504,000 | +8.9% | 39,001 | +12.1% | 0.42% | +22.4% |
| Q2 2022 | $1,381,000 | -12.3% | 34,800 | +4.3% | 0.34% | +4.0% |
| Q1 2022 | $1,574,000 | +34.9% | 33,372 | +32.0% | 0.33% | +26.3% |
| Q3 2021 | $1,167,000 | -20.4% | 25,280 | -18.6% | 0.26% | -25.6% |
| Q2 2021 | $1,466,000 | +146500.0% | 31,051 | +0.4% | 0.35% | +34700.0% |
| Q1 2021 | $1,000 | -99.9% | 30,923 | -3.2% | 0.00% | -99.7% |
| Q4 2020 | $1,289,000 | +23.6% | 31,929 | -0.2% | 0.35% | +26.4% |
| Q3 2020 | $1,043,000 | +4.7% | 31,978 | +0.3% | 0.28% | 0.0% |
| Q2 2020 | $996,000 | +19.6% | 31,887 | -3.3% | 0.28% | -2.1% |
| Q1 2020 | $833,000 | +4.5% | 32,987 | +49.9% | 0.28% | +34.8% |
| Q4 2019 | $797,000 | – | 22,004 | – | 0.21% | – |
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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% |