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 | $33,560,249 | -6.3% | 766,391 | -1.8% | 0.01% | 0.0% |
| Q2 2023 | $35,815,643 | +13.1% | 780,468 | +8.3% | 0.01% | +11.1% |
| Q1 2023 | $31,680,084 | +3.2% | 720,984 | -0.2% | 0.01% | 0.0% |
| Q4 2022 | $30,708,874 | +7.7% | 722,562 | -2.3% | 0.01% | 0.0% |
| Q3 2022 | $28,508,000 | -8.8% | 739,322 | -6.1% | 0.01% | -10.0% |
| Q2 2022 | $31,252,000 | -50.6% | 787,406 | -41.2% | 0.01% | -37.5% |
| Q1 2022 | $63,202,000 | +11.4% | 1,340,182 | +17.5% | 0.02% | +14.3% |
| Q4 2021 | $56,716,000 | +93.4% | 1,140,252 | +79.5% | 0.01% | +133.3% |
| Q3 2021 | $29,323,000 | -8.9% | 635,240 | -6.8% | 0.01% | -14.3% |
| Q2 2021 | $32,173,000 | +5.0% | 681,480 | +1.8% | 0.01% | 0.0% |
| Q1 2021 | $30,632,000 | -9.8% | 669,405 | -20.3% | 0.01% | -12.5% |
| Q4 2020 | $33,950,000 | +24.0% | 840,356 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $27,383,000 | +19.0% | 839,207 | +14.0% | 0.01% | +14.3% |
| Q2 2020 | $23,005,000 | +525.3% | 736,168 | +406.7% | 0.01% | +600.0% |
| Q1 2020 | $3,679,000 | +21.5% | 145,273 | +73.8% | 0.00% | 0.0% |
| Q4 2019 | $3,029,000 | +36.7% | 83,591 | +27.9% | 0.00% | 0.0% |
| Q3 2019 | $2,215,000 | +4.8% | 65,380 | +5.4% | 0.00% | 0.0% |
| Q2 2019 | $2,113,000 | +13.2% | 62,019 | +10.7% | 0.00% | 0.0% |
| Q1 2019 | $1,867,000 | +163.3% | 56,027 | +132.4% | 0.00% | – |
| Q4 2018 | $709,000 | -13.1% | 24,111 | +6.9% | 0.00% | – |
| Q3 2018 | $816,000 | +44.4% | 22,565 | +39.2% | 0.00% | – |
| Q2 2018 | $565,000 | +41.2% | 16,210 | +34.4% | 0.00% | – |
| Q1 2018 | $400,000 | +1190.3% | 12,057 | +1192.3% | 0.00% | – |
| Q4 2017 | $31,000 | +158.3% | 933 | +640.5% | 0.00% | – |
| Q3 2017 | $12,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q2 2017 | $12,000 | +9.1% | 126 | 0.0% | 0.00% | – |
| Q1 2017 | $11,000 | 0.0% | 126 | +0.8% | 0.00% | – |
| Q4 2016 | $11,000 | +10.0% | 125 | 0.0% | 0.00% | – |
| Q3 2016 | $10,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2016 | $10,000 | +11.1% | 125 | 0.0% | 0.00% | – |
| Q1 2016 | $9,000 | -97.5% | 125 | -97.4% | 0.00% | – |
| Q4 2015 | $367,000 | -55.5% | 4,786 | -55.4% | 0.00% | – |
| Q3 2015 | $824,000 | -15.0% | 10,732 | -3.5% | 0.00% | – |
| Q2 2015 | $969,000 | -50.1% | 11,117 | -50.0% | 0.00% | – |
| Q1 2015 | $1,942,000 | +105.9% | 22,234 | +98.9% | 0.00% | – |
| Q4 2014 | $943,000 | +1.9% | 11,181 | -0.2% | 0.00% | – |
| Q3 2014 | $925,000 | -4.8% | 11,201 | +0.0% | 0.00% | – |
| Q2 2014 | $972,000 | -5.3% | 11,199 | -8.2% | 0.00% | – |
| Q1 2014 | $1,026,000 | +1.9% | 12,198 | +0.0% | 0.00% | – |
| Q4 2013 | $1,007,000 | -6.8% | 12,193 | -5.9% | 0.00% | -100.0% |
| Q3 2013 | $1,081,000 | -70.3% | 12,962 | -72.9% | 0.00% | -50.0% |
| Q2 2013 | $3,643,000 | – | 47,886 | – | 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% |