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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,149,834 | -27.6% | 632,180 | -23.7% | 0.04% | -28.6% |
| Q2 2023 | $18,156,608 | +142607.0% | 828,694 | +44.5% | 0.05% | +32.4% |
| Q1 2023 | $12,723 | +207.5% | 573,613 | +200.9% | 0.04% | +184.6% |
| Q4 2022 | $4,137 | -99.9% | 190,656 | +28.1% | 0.01% | 0.0% |
| Q3 2022 | $3,193,000 | -7.6% | 148,848 | -1.6% | 0.01% | -7.1% |
| Q2 2022 | $3,455,000 | -53.2% | 151,202 | -50.9% | 0.01% | -50.0% |
| Q1 2022 | $7,382,000 | +72.4% | 308,100 | +82.6% | 0.03% | +55.6% |
| Q4 2021 | $4,282,000 | -14.1% | 168,713 | -12.9% | 0.02% | -30.8% |
| Q3 2021 | $4,982,000 | – | 193,708 | – | 0.03% | – |
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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% |