SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 199 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,994,497 | -1.2% | 138,827 | -0.5% | 0.12% | -4.0% |
| Q1 2024 | $3,030,548 | -1.6% | 139,528 | 0.0% | 0.13% | -10.0% |
| Q4 2023 | $3,079,382 | +1268.6% | 139,528 | +1537.3% | 0.14% | +976.9% |
| Q4 2020 | $225,000 | -54.3% | 8,522 | -53.9% | 0.01% | -56.7% |
| Q3 2020 | $492,000 | -27.0% | 18,468 | -26.6% | 0.03% | -31.8% |
| Q2 2020 | $674,000 | -68.8% | 25,149 | -68.9% | 0.04% | -72.7% |
| Q1 2020 | $2,157,000 | – | 80,837 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,379,669 | $189,805,000 | 9.74% |
| Financial Engines Advisors L.L.C. | 107,785,276 | $2,772,237,000 | 8.19% |
| KWB Wealth | 1,553,896 | $39,966,000 | 7.10% |
| Concord Wealth Partners | 602,445 | $15,495,000 | 6.34% |
| Leicht Financial Planning & Wealth Management, Inc. | 259,024 | $6,675,000 | 4.01% |
| Chesapeake Wealth Management | 309,312 | $7,956,000 | 2.84% |
| Values First Advisors, Inc. | 166,829 | $4,291,000 | 2.78% |
| Pinnacle Wealth Management Group, Inc. | 133,558 | $3,435,000 | 2.58% |
| TOWNSQUARE CAPITAL LLC | 3,282,503 | $84,426,000 | 2.43% |
| Good Life Advisors, LLC | 670,627 | $17,249,000 | 2.35% |