SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,536,000 | -8.6% | 198,520 | -4.2% | 0.37% | +30.1% |
| Q1 2022 | $4,965,000 | -14.0% | 207,220 | -8.9% | 0.28% | -6.6% |
| Q4 2021 | $5,775,000 | -14.6% | 227,525 | -13.5% | 0.30% | -32.3% |
| Q3 2021 | $6,765,000 | -7.2% | 263,025 | -6.7% | 0.45% | +21.2% |
| Q2 2021 | $7,292,000 | +3.4% | 281,978 | +3.7% | 0.37% | +15.4% |
| Q1 2021 | $7,052,000 | -4.8% | 271,978 | -3.0% | 0.32% | +18.1% |
| Q4 2020 | $7,408,000 | -16.1% | 280,397 | -15.4% | 0.27% | -23.3% |
| Q3 2020 | $8,829,000 | +3.4% | 331,412 | +4.0% | 0.35% | +1.1% |
| Q2 2020 | $8,539,000 | +3.9% | 318,732 | +3.5% | 0.35% | -27.8% |
| Q1 2020 | $8,219,000 | -9.7% | 307,937 | -11.7% | 0.48% | +48.3% |
| Q4 2019 | $9,102,000 | -3.7% | 348,587 | -3.1% | 0.32% | -7.7% |
| Q3 2019 | $9,447,000 | +3.0% | 359,617 | +2.5% | 0.35% | +9.0% |
| Q2 2019 | $9,173,000 | +5.0% | 350,917 | +3.7% | 0.32% | +3.9% |
| Q1 2019 | $8,740,000 | -20.3% | 338,417 | -21.6% | 0.31% | -35.1% |
| Q4 2018 | $10,971,000 | -20.7% | 431,773 | -21.3% | 0.48% | -5.9% |
| Q3 2018 | $13,828,000 | +13.0% | 548,513 | +13.7% | 0.51% | +16.7% |
| Q2 2018 | $12,232,000 | -0.1% | 482,389 | +1.0% | 0.44% | +2.3% |
| Q1 2018 | $12,249,000 | +16.2% | 477,528 | +17.9% | 0.43% | +25.3% |
| Q4 2017 | $10,537,000 | +11.5% | 404,962 | +12.8% | 0.34% | +11.1% |
| Q3 2017 | $9,454,000 | +23.8% | 359,052 | +23.6% | 0.31% | +17.2% |
| Q2 2017 | $7,639,000 | +34.8% | 290,573 | +34.9% | 0.26% | +47.5% |
| Q1 2017 | $5,669,000 | +51.8% | 215,401 | +51.6% | 0.18% | +50.0% |
| Q4 2016 | $3,734,000 | +221.3% | 142,093 | +232.4% | 0.12% | +227.8% |
| Q3 2016 | $1,162,000 | – | 42,748 | – | 0.04% | – |
Download | ||||||
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% |