SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,074,548 | +5.6% | 25,750 | +16.1% | 0.33% | -12.7% |
Q2 2023 | $1,017,565 | +7.0% | 22,174 | +2.4% | 0.38% | -8.5% |
Q1 2023 | $951,257 | -3.7% | 21,649 | -6.8% | 0.41% | -17.9% |
Q4 2022 | $987,573 | +62.4% | 23,237 | +47.3% | 0.50% | +34.0% |
Q3 2022 | $608,000 | +36.9% | 15,779 | +41.1% | 0.38% | +40.3% |
Q2 2022 | $444,000 | – | 11,186 | – | 0.27% | – |
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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% |