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 | $18,414,036 | +5.8% | 420,508 | +10.9% | 0.07% | +10.9% |
| Q2 2023 | $17,407,573 | +158.1% | 379,333 | +147.1% | 0.06% | +137.0% |
| Q1 2023 | $6,745,327 | +193.6% | 153,512 | +184.0% | 0.03% | +170.0% |
| Q4 2022 | $2,297,349 | +1830.5% | 54,055 | +1649.9% | 0.01% | +900.0% |
| Q3 2022 | $119,000 | +46.9% | 3,089 | +51.5% | 0.00% | – |
| Q2 2022 | $81,000 | -13.8% | 2,039 | +1.8% | 0.00% | – |
| Q1 2022 | $94,000 | -10.5% | 2,003 | -5.3% | 0.00% | – |
| Q4 2021 | $105,000 | +7.1% | 2,115 | -0.4% | 0.00% | – |
| Q3 2021 | $98,000 | +32.4% | 2,124 | +35.1% | 0.00% | – |
| Q2 2021 | $74,000 | +25.4% | 1,572 | +20.9% | 0.00% | – |
| Q1 2021 | $59,000 | +15.7% | 1,300 | +2.3% | 0.00% | – |
| Q4 2020 | $51,000 | +34.2% | 1,271 | +8.2% | 0.00% | – |
| Q3 2020 | $38,000 | +52.0% | 1,175 | +46.9% | 0.00% | – |
| Q2 2020 | $25,000 | -99.6% | 800 | -99.7% | 0.00% | -100.0% |
| Q1 2020 | $6,617,000 | -52.9% | 261,245 | -32.6% | 0.04% | -43.1% |
| Q4 2019 | $14,036,000 | +7.5% | 387,425 | +0.6% | 0.07% | -4.0% |
| Q3 2019 | $13,055,000 | -0.3% | 385,231 | +0.3% | 0.08% | 0.0% |
| Q2 2019 | $13,091,000 | +2.4% | 384,241 | +0.2% | 0.08% | -3.8% |
| Q1 2019 | $12,782,000 | +49.3% | 383,510 | +31.8% | 0.08% | +25.8% |
| Q4 2018 | $8,561,000 | +150.2% | 290,985 | +207.5% | 0.06% | +195.2% |
| Q3 2018 | $3,421,000 | -9.8% | 94,635 | -12.9% | 0.02% | -19.2% |
| Q2 2018 | $3,791,000 | -19.9% | 108,685 | -23.8% | 0.03% | -21.2% |
| Q1 2018 | $4,730,000 | +989.9% | 142,635 | +997.2% | 0.03% | +1000.0% |
| Q4 2017 | $434,000 | – | 13,000 | – | 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% |