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 | $667,174 | +1.9% | 15,236 | +6.8% | 0.44% | +4.5% |
| Q2 2023 | $654,481 | +5.4% | 14,262 | +1.0% | 0.42% | +9.8% |
| Q1 2023 | $620,681 | +11.0% | 14,126 | +7.4% | 0.39% | +5.2% |
| Q4 2022 | $559,222 | +22.1% | 13,158 | +10.8% | 0.37% | +1.4% |
| Q3 2022 | $458,000 | +35.5% | 11,880 | +39.4% | 0.36% | +24.7% |
| Q2 2022 | $338,000 | -15.7% | 8,521 | +0.2% | 0.29% | -9.3% |
| Q1 2022 | $401,000 | +3.1% | 8,501 | +8.7% | 0.32% | +4.6% |
| Q4 2021 | $389,000 | – | 7,823 | – | 0.31% | – |
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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% |