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 | $4,598 | +26.8% | 105 | +32.9% | 0.00% | 0.0% |
| Q2 2023 | $3,625 | -7.3% | 79 | -11.2% | 0.00% | 0.0% |
| Q1 2023 | $3,911 | +97675.0% | 89 | -3.3% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.6% | 92 | +300.0% | 0.00% | +100.0% |
| Q3 2022 | $1,000 | -75.0% | 23 | -75.3% | 0.00% | -50.0% |
| Q2 2022 | $4,000 | -20.0% | 93 | -17.0% | 0.00% | -33.3% |
| Q1 2022 | $5,000 | -28.6% | 112 | -17.6% | 0.00% | -25.0% |
| Q4 2021 | $7,000 | 0.0% | 136 | -9.9% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | -12.5% | 151 | -5.6% | 0.00% | -20.0% |
| Q2 2021 | $8,000 | 0.0% | 160 | -13.5% | 0.01% | -16.7% |
| Q1 2021 | $8,000 | -60.0% | 185 | -63.4% | 0.01% | -62.5% |
| Q4 2020 | $20,000 | – | 505 | – | 0.02% | – |
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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% |