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 | $219,562 | -1.1% | 5,014 | +3.6% | 0.00% | – |
| Q2 2023 | $222,106 | -53.4% | 4,840 | -55.4% | 0.00% | – |
| Q1 2023 | $476,394 | +135.0% | 10,842 | +127.3% | 0.00% | – |
| Q4 2022 | $202,683 | +10.2% | 4,769 | -0.3% | 0.00% | – |
| Q3 2022 | $184,000 | -27.6% | 4,782 | -25.4% | 0.00% | – |
| Q2 2022 | $254,000 | +16.0% | 6,413 | +37.8% | 0.00% | – |
| Q1 2022 | $219,000 | +19.7% | 4,653 | +26.7% | 0.00% | – |
| Q4 2021 | $183,000 | +48.8% | 3,672 | +38.4% | 0.00% | – |
| Q3 2021 | $123,000 | +251.4% | 2,654 | +257.2% | 0.00% | – |
| Q2 2021 | $35,000 | +9.4% | 743 | +6.9% | 0.00% | – |
| Q1 2021 | $32,000 | +28.0% | 695 | +11.6% | 0.00% | – |
| Q4 2020 | $25,000 | -82.8% | 623 | -86.0% | 0.00% | – |
| Q3 2020 | $145,000 | +13.3% | 4,453 | +8.9% | 0.00% | – |
| Q2 2020 | $128,000 | – | 4,088 | +20340.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 20 | -98.1% | 0.00% | – |
| Q4 2019 | $39,000 | +18.2% | 1,065 | +10.2% | 0.00% | – |
| Q3 2019 | $33,000 | +1550.0% | 966 | +1794.1% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 51 | +2.0% | 0.00% | – |
| Q1 2019 | $2,000 | – | 50 | +900.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 5 | -99.2% | 0.00% | – |
| Q3 2018 | $22,000 | – | 598 | – | 0.00% | – |
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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% |