SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 38 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,849 | -25.3% | 13,118 | -21.3% | 0.00% | – |
| Q2 2023 | $365,317 | -29.8% | 16,674 | -28.9% | 0.00% | – |
| Q1 2023 | $520,495 | -15.4% | 23,467 | -17.2% | 0.00% | -100.0% |
| Q4 2022 | $615,313 | -8.3% | 28,355 | -9.4% | 0.00% | 0.0% |
| Q3 2022 | $671,000 | -6.9% | 31,290 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $721,000 | -14.2% | 31,572 | -9.9% | 0.00% | 0.0% |
| Q1 2022 | $840,000 | +3.3% | 35,059 | +9.4% | 0.00% | 0.0% |
| Q4 2021 | $813,000 | +26.4% | 32,039 | +28.2% | 0.00% | 0.0% |
| Q3 2021 | $643,000 | +4.2% | 24,999 | +4.7% | 0.00% | 0.0% |
| Q2 2021 | $617,000 | +8.1% | 23,870 | +8.5% | 0.00% | 0.0% |
| Q1 2021 | $571,000 | -7.5% | 22,009 | -5.8% | 0.00% | 0.0% |
| Q4 2020 | $617,000 | -76.1% | 23,368 | -75.9% | 0.00% | -66.7% |
| Q3 2020 | $2,581,000 | +18.3% | 96,902 | +19.0% | 0.00% | 0.0% |
| Q2 2020 | $2,181,000 | +3.8% | 81,409 | +3.4% | 0.00% | 0.0% |
| Q1 2020 | $2,101,000 | +5.2% | 78,730 | +2.9% | 0.00% | 0.0% |
| Q4 2019 | $1,997,000 | +2.5% | 76,478 | +3.1% | 0.00% | 0.0% |
| Q3 2019 | $1,949,000 | +4.1% | 74,183 | +3.6% | 0.00% | 0.0% |
| Q2 2019 | $1,872,000 | +31.8% | 71,629 | +30.3% | 0.00% | +50.0% |
| Q1 2019 | $1,420,000 | +12.5% | 54,989 | +10.7% | 0.00% | 0.0% |
| Q4 2018 | $1,262,000 | +145.5% | 49,682 | +143.5% | 0.00% | +100.0% |
| Q3 2018 | $514,000 | +35.3% | 20,400 | +36.0% | 0.00% | 0.0% |
| Q2 2018 | $380,000 | +88.1% | 15,001 | +95.5% | 0.00% | – |
| Q2 2017 | $202,000 | 0.0% | 7,675 | 0.0% | 0.00% | – |
| Q1 2017 | $202,000 | -57.7% | 7,675 | -56.3% | 0.00% | -100.0% |
| Q3 2016 | $477,000 | -20.6% | 17,554 | -20.4% | 0.00% | -50.0% |
| Q2 2016 | $601,000 | +61.6% | 22,061 | +61.4% | 0.00% | +100.0% |
| Q1 2016 | $372,000 | – | 13,665 | – | 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% |