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 | $318,862 | -7.3% | 7,282 | -2.8% | 0.20% | -5.3% |
| Q2 2023 | $343,928 | +23.0% | 7,495 | +17.8% | 0.21% | +15.6% |
| Q1 2023 | $279,667 | +9.3% | 6,365 | +5.7% | 0.18% | +2.3% |
| Q4 2022 | $255,924 | +10.3% | 6,022 | +0.2% | 0.18% | -3.3% |
| Q3 2022 | $232,000 | +3.6% | 6,011 | +6.7% | 0.18% | +12.4% |
| Q2 2022 | $224,000 | – | 5,635 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,997,776 | $263,542,307 | 11.97% |
| Atlas Private Wealth Advisors | 496,412 | $21,812,358 | 10.08% |
| RESTON WEALTH MANAGEMENT LLC | 407,779 | $17,917,829 | 9.37% |
| Bridgeworth, LLC | 1,652,819 | $72,624,878 | 9.16% |
| Syntegra Private Wealth Group, LLC | 1,164,976 | $51,189,033 | 9.11% |
| WALLER FINANCIAL PLANNING GROUP, INC | 693,104 | $30,454,982 | 8.63% |
| Montz Harcus Wealth Management LLC | 172,177 | $7,565,454 | 6.99% |
| Peterson Wealth Advisors, LLC | 566,197 | $24,878,711 | 6.85% |
| Gateway Wealth Partners, LLC | 1,005,116 | $44,164,771 | 6.79% |
| First International Bank & Trust | 431,119 | $18,943,369 | 6.28% |