SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 165 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $141,458 | +3.9% | 6,558 | +4.6% | 0.00% | – |
| Q1 2024 | $136,141 | +9.1% | 6,268 | +10.8% | 0.00% | – |
| Q4 2023 | $124,828 | -23.4% | 5,656 | -27.8% | 0.00% | – |
| Q3 2023 | $162,968 | +547.3% | 7,835 | +581.9% | 0.00% | – |
| Q2 2023 | $25,175 | +4945.1% | 1,149 | +4895.7% | 0.00% | – |
| Q4 2022 | $499 | -99.0% | 23 | -99.0% | 0.00% | – |
| Q3 2022 | $48,000 | +300.0% | 2,233 | +362.3% | 0.00% | – |
| Q1 2022 | $12,000 | +200.0% | 483 | +179.2% | 0.00% | – |
| Q3 2021 | $4,000 | -77.8% | 173 | -74.9% | 0.00% | – |
| Q2 2021 | $18,000 | -62.5% | 689 | -63.0% | 0.00% | – |
| Q1 2021 | $48,000 | +152.6% | 1,861 | +157.4% | 0.00% | – |
| Q4 2019 | $19,000 | +280.0% | 723 | +297.3% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 182 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | -28.6% | 182 | -27.2% | 0.00% | – |
| Q1 2017 | $7,000 | – | 250 | – | 0.00% | – |
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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% |