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 | $5,576,963 | +37.2% | 127,357 | +43.8% | 0.00% | 0.0% |
| Q2 2023 | $4,065,212 | +2.1% | 88,586 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $3,983,425 | +4.4% | 90,656 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $3,815,140 | +16.1% | 89,768 | +5.4% | 0.00% | 0.0% |
| Q3 2022 | $3,285,000 | +4.6% | 85,180 | +7.6% | 0.00% | 0.0% |
| Q2 2022 | $3,141,000 | -18.6% | 79,144 | -3.3% | 0.00% | 0.0% |
| Q1 2022 | $3,859,000 | -5.2% | 81,837 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,071,000 | +7.8% | 81,837 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,778,000 | -1.1% | 81,837 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $3,820,000 | +4.3% | 80,912 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $3,661,000 | +16.3% | 79,995 | +2.7% | 0.00% | 0.0% |
| Q4 2020 | $3,148,000 | +23.8% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,543,000 | +4.4% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,435,000 | +23.4% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,974,000 | -30.1% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,823,000 | +6.9% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,641,000 | -0.5% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,655,000 | +2.2% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,597,000 | +13.3% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,293,000 | -18.6% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,817,000 | +3.6% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,718,000 | +5.2% | 77,925 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,584,000 | +11.4% | 77,925 | +12.1% | 0.00% | 0.0% |
| Q4 2017 | $2,319,000 | +4.5% | 69,525 | +200.0% | 0.00% | 0.0% |
| Q3 2017 | $2,219,000 | +3.0% | 23,175 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,154,000 | +2.0% | 23,175 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,111,000 | +2.6% | 23,175 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,057,000 | +7.9% | 23,175 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,907,000 | +5.9% | 23,175 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,801,000 | -19.7% | 23,175 | -21.7% | 0.00% | 0.0% |
| Q1 2016 | $2,242,000 | -1.4% | 29,600 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,273,000 | -29.5% | 29,600 | -29.5% | 0.00% | 0.0% |
| Q3 2015 | $3,225,000 | -12.0% | 42,015 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $3,664,000 | -0.2% | 42,015 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $3,670,000 | +3.5% | 42,015 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $3,545,000 | +2.2% | 42,015 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $3,469,000 | -4.9% | 42,015 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $3,646,000 | +3.2% | 42,015 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,532,000 | +1.8% | 42,015 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $3,468,000 | -1.0% | 42,015 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $3,504,000 | +9.6% | 42,015 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $3,196,000 | – | 42,015 | – | 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% |