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% | – |
Download |
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% |