SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,513,264 | +169.4% | 120,830 | +177.7% | 0.06% | +93.1% |
| Q3 2022 | $933,000 | +45.3% | 43,505 | +62.5% | 0.03% | +61.1% |
| Q1 2022 | $642,000 | -45.6% | 26,780 | -42.4% | 0.02% | -63.3% |
| Q4 2021 | $1,180,000 | +404.3% | 46,497 | +410.7% | 0.05% | +444.4% |
| Q3 2021 | $234,000 | -61.2% | 9,104 | -60.9% | 0.01% | -55.0% |
| Q2 2021 | $603,000 | -3.4% | 23,304 | -3.2% | 0.02% | -42.9% |
| Q1 2021 | $624,000 | -94.5% | 24,068 | -94.3% | 0.04% | -96.1% |
| Q3 2020 | $11,250,000 | +134.2% | 422,316 | +135.5% | 0.89% | +157.1% |
| Q2 2020 | $4,804,000 | – | 179,319 | – | 0.34% | – |
Download | ||||||
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% |