SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 111 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,217,000 | -30.8% | 45,680 | -30.4% | 0.01% | -36.4% |
| Q2 2020 | $1,758,000 | -3.9% | 65,604 | -4.3% | 0.01% | -21.4% |
| Q1 2020 | $1,830,000 | +3.0% | 68,557 | +0.8% | 0.01% | +16.7% |
| Q4 2019 | $1,777,000 | -1.7% | 68,044 | -1.1% | 0.01% | -7.7% |
| Q3 2019 | $1,808,000 | -2.2% | 68,821 | -2.7% | 0.01% | -7.1% |
| Q2 2019 | $1,848,000 | -3.5% | 70,707 | -4.7% | 0.01% | -12.5% |
| Q1 2019 | $1,915,000 | -4.7% | 74,166 | -6.2% | 0.02% | -15.8% |
| Q4 2018 | $2,010,000 | +92.5% | 79,102 | +90.9% | 0.02% | +111.1% |
| Q3 2018 | $1,044,000 | +28.3% | 41,431 | +29.0% | 0.01% | +12.5% |
| Q2 2018 | $814,000 | +2.8% | 32,116 | +4.0% | 0.01% | 0.0% |
| Q1 2018 | $792,000 | +3.1% | 30,893 | +4.6% | 0.01% | 0.0% |
| Q4 2017 | $768,000 | -1.5% | 29,534 | -0.3% | 0.01% | -11.1% |
| Q3 2017 | $780,000 | +4.0% | 29,616 | +3.8% | 0.01% | 0.0% |
| Q2 2017 | $750,000 | +6.5% | 28,525 | +6.7% | 0.01% | 0.0% |
| Q1 2017 | $704,000 | +41.9% | 26,739 | +41.7% | 0.01% | +28.6% |
| Q4 2016 | $496,000 | – | 18,873 | – | 0.01% | – |
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% |