SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 56 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $940,000 | -0.5% | 35,280 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $945,000 | -29.2% | 35,280 | -29.4% | 0.00% | -40.0% |
| Q1 2020 | $1,335,000 | +2.2% | 50,000 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $1,306,000 | -0.6% | 50,000 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $1,314,000 | +0.5% | 50,000 | 0.0% | 0.01% | +25.0% |
| Q2 2019 | $1,307,000 | – | 50,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,025,524 | $181,680,000 | 9.80% |
| Financial Engines Advisors L.L.C. | 105,670,318 | $2,732,634,000 | 7.93% |
| KWB Wealth | 1,280,124 | $33,194,000 | 6.37% |
| Concord Wealth Partners | 769,431 | $19,897,000 | 5.70% |
| Leicht Financial Planning & Wealth Management, Inc. | 255,355 | $6,606,000 | 4.01% |
| Good Life Advisors, LLC | 640,157 | $16,554,000 | 3.14% |
| Chesapeake Wealth Management | 338,835 | $8,762,000 | 2.84% |
| TOWNSQUARE CAPITAL LLC | 3,193,500 | $82,615,000 | 2.67% |
| Values First Advisors, Inc. | 150,205 | $3,884,000 | 2.64% |
| Pinnacle Wealth Management Group, Inc. | 122,969 | $3,180,000 | 2.32% |