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 | $245,368 | -4.6% | 5,603 | +0.0% | 0.00% | 0.0% |
Q2 2023 | $257,084 | +6.8% | 5,602 | +2.2% | 0.00% | 0.0% |
Q1 2023 | $240,791 | +3.4% | 5,480 | +0.0% | 0.00% | 0.0% |
Q4 2022 | $232,854 | +8.3% | 5,479 | -1.7% | 0.00% | 0.0% |
Q3 2022 | $215,000 | -2.7% | 5,572 | +0.0% | 0.00% | 0.0% |
Q2 2022 | $221,000 | -16.0% | 5,570 | +0.0% | 0.00% | 0.0% |
Q1 2022 | $263,000 | -5.1% | 5,568 | +0.0% | 0.00% | 0.0% |
Q4 2021 | $277,000 | +7.8% | 5,567 | +0.0% | 0.00% | 0.0% |
Q3 2021 | $257,000 | -2.3% | 5,566 | +0.0% | 0.00% | -25.0% |
Q2 2021 | $263,000 | +3.5% | 5,565 | +0.1% | 0.00% | 0.0% |
Q1 2021 | $254,000 | +12.4% | 5,559 | -0.8% | 0.00% | 0.0% |
Q4 2020 | $226,000 | +10.8% | 5,603 | -0.3% | 0.00% | 0.0% |
Q4 2019 | $204,000 | -10.5% | 5,618 | -16.5% | 0.00% | -20.0% |
Q3 2019 | $228,000 | 0.0% | 6,729 | +0.1% | 0.01% | 0.0% |
Q2 2019 | $228,000 | +1.8% | 6,722 | +0.1% | 0.01% | 0.0% |
Q1 2019 | $224,000 | – | 6,716 | – | 0.01% | – |
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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% |