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 | $944,830 | -7.5% | 21,813 | 0.0% | 0.10% | -12.7% |
| Q2 2023 | $1,021,721 | +6.8% | 21,813 | -1.1% | 0.11% | -12.7% |
| Q1 2023 | $956,486 | -0.5% | 22,049 | 0.0% | 0.13% | -12.5% |
| Q4 2022 | $961,116 | +11.9% | 22,049 | -1.0% | 0.14% | -16.8% |
| Q3 2022 | $859,000 | -2.8% | 22,279 | 0.0% | 0.17% | -9.4% |
| Q2 2022 | $884,000 | -16.2% | 22,279 | 0.0% | 0.19% | -18.7% |
| Q1 2022 | $1,055,000 | -3.0% | 22,279 | 0.0% | 0.24% | -29.9% |
| Q4 2021 | $1,088,000 | – | 22,279 | – | 0.34% | – |
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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% |