SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 131 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,367,317 | +7.8% | 161,892 | +13.5% | 0.68% | +19.8% |
| Q2 2023 | $3,124,236 | +46.3% | 142,596 | +48.1% | 0.57% | +32.6% |
| Q1 2023 | $2,135,481 | +160.8% | 96,281 | +155.2% | 0.43% | +142.6% |
| Q4 2022 | $818,817 | +27.1% | 37,734 | +23.5% | 0.18% | -5.9% |
| Q3 2022 | $644,000 | +50.8% | 30,551 | +61.1% | 0.19% | +103.3% |
| Q2 2022 | $427,000 | -91.0% | 18,967 | -90.5% | 0.09% | -88.0% |
| Q1 2022 | $4,728,000 | +18.8% | 200,333 | +25.6% | 0.76% | +19.9% |
| Q4 2021 | $3,981,000 | +16.5% | 159,459 | +18.1% | 0.64% | +11.3% |
| Q3 2021 | $3,418,000 | +7.9% | 135,021 | +10.3% | 0.57% | +17.7% |
| Q2 2021 | $3,167,000 | – | 122,464 | – | 0.49% | – |
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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% |