SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,211 | +61.3% | 13,664 | +70.0% | 0.01% | +50.0% |
| Q2 2023 | $176,156 | +2.1% | 8,040 | +3.4% | 0.00% | 0.0% |
| Q1 2023 | $172,450 | +2.1% | 7,775 | -0.1% | 0.00% | +33.3% |
| Q4 2022 | $168,891 | -31.6% | 7,783 | -32.4% | 0.00% | -40.0% |
| Q3 2022 | $247,000 | -7.8% | 11,519 | -1.7% | 0.01% | 0.0% |
| Q2 2022 | $268,000 | -32.8% | 11,713 | -29.7% | 0.01% | -16.7% |
| Q1 2022 | $399,000 | -0.5% | 16,671 | +5.4% | 0.01% | 0.0% |
| Q4 2021 | $401,000 | +8.7% | 15,813 | +10.2% | 0.01% | 0.0% |
| Q3 2021 | $369,000 | +25.9% | 14,350 | +26.6% | 0.01% | +50.0% |
| Q2 2021 | $293,000 | +15.8% | 11,331 | +16.1% | 0.00% | 0.0% |
| Q1 2021 | $253,000 | +143.3% | 9,763 | +148.3% | 0.00% | +100.0% |
| Q4 2020 | $104,000 | +14.3% | 3,932 | +15.0% | 0.00% | 0.0% |
| Q3 2020 | $91,000 | +78.4% | 3,418 | +79.5% | 0.00% | +100.0% |
| Q2 2020 | $51,000 | 0.0% | 1,904 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $51,000 | -7.3% | 1,904 | -9.6% | 0.00% | 0.0% |
| Q4 2019 | $55,000 | +27.9% | 2,106 | +29.6% | 0.00% | 0.0% |
| Q3 2019 | $43,000 | – | 1,625 | – | 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% |