CONFLUENCE INVESTMENT MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$48,257,069
-6.4%
2,320,051
-1.4%
0.75%
-0.5%
Q2 2023$51,530,926
-1.8%
2,351,936
-0.5%
0.75%
-2.8%
Q1 2023$52,449,853
+96699.5%
2,364,736
-5.3%
0.77%
-4.3%
Q4 2022$54,1842,496,9700.81%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 126,799,083$2,897,359,0008.83%
KWB Wealth 1,390,929$31,783,0006.12%
Redwood Financial Network Corp 206,083$4,709,0005.14%
Leicht Financial Planning & Wealth Management, Inc. 253,435$5,791,0003.92%
Concord Wealth Partners 601,254$13,739,0003.77%
Chesapeake Wealth Management 294,575$6,731,0002.88%
TOWNSQUARE CAPITAL LLC 4,075,275$93,120,0002.64%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,399,160$122,835,0001.71%
Values First Advisors, Inc. 100,493$2,296,0001.63%
KARLINSKI ANDREW C 35,615$814,0001.20%
View complete list of SPDR SER TR shareholders