SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 158 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $895,477 | -22.3% | 43,052 | -18.1% | 0.11% | -19.7% |
| Q2 2023 | $1,152,053 | -8.1% | 52,581 | -7.0% | 0.14% | -12.7% |
| Q1 2023 | $1,254,136 | +99.7% | 56,544 | +93.1% | 0.16% | +72.5% |
| Q3 2022 | $628,000 | +29.5% | 29,279 | +38.2% | 0.09% | +40.0% |
| Q2 2022 | $485,000 | -39.8% | 21,187 | -39.1% | 0.06% | -34.3% |
| Q1 2022 | $806,000 | +18.2% | 34,785 | +29.4% | 0.10% | +26.9% |
| Q4 2021 | $682,000 | +10.0% | 26,875 | +11.5% | 0.08% | -6.0% |
| Q3 2021 | $620,000 | +0.3% | 24,096 | +1.0% | 0.08% | -8.8% |
| Q2 2021 | $618,000 | +63.1% | 23,857 | +63.3% | 0.09% | +49.2% |
| Q1 2021 | $379,000 | – | 14,611 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capitol Family Office, Inc. | 504,340 | $12,800,000 | 8.78% |
| Financial Engines Advisors L.L.C. | 116,885,017 | $2,966,542,000 | 7.89% |
| Modera Wealth Management, LLC | 7,048,670 | $178,896,000 | 6.83% |
| KWB Wealth | 1,607,385 | $40,795,000 | 6.78% |
| Leicht Financial Planning & Wealth Management, Inc. | 294,865 | $7,484,000 | 4.27% |
| Concord Wealth Partners | 675,033 | $17,132,000 | 4.19% |
| Values First Advisors, Inc. | 198,322 | $5,033,000 | 2.98% |
| Chesapeake Wealth Management | 307,030 | $7,792,000 | 2.62% |
| Pinnacle Wealth Management Group, Inc. | 121,732 | $3,090,000 | 2.29% |
| Good Life Advisors, LLC | 672,203 | $17,061,000 | 2.07% |