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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $7,250 | -7.6% | 330,905 | -6.4% | 0.08% | -3.8% |
| Q1 2023 | $7,844 | -1.2% | 353,659 | -3.4% | 0.08% | 0.0% |
| Q4 2022 | $7,943 | -99.9% | 366,048 | +3.0% | 0.08% | +5.3% |
| Q3 2022 | $7,626,000 | +50.6% | 355,535 | +60.4% | 0.08% | +68.9% |
| Q2 2022 | $5,064,000 | -42.6% | 221,626 | -39.8% | 0.04% | -31.8% |
| Q1 2022 | $8,818,000 | +8898.0% | 368,016 | +9429.2% | 0.07% | +6500.0% |
| Q4 2021 | $98,000 | -21.0% | 3,862 | -17.1% | 0.00% | 0.0% |
| Q3 2021 | $124,000 | +24.0% | 4,656 | +20.7% | 0.00% | 0.0% |
| Q2 2021 | $100,000 | -18.7% | 3,856 | -17.3% | 0.00% | 0.0% |
| Q1 2021 | $123,000 | 0.0% | 4,664 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $123,000 | -0.8% | 4,664 | +0.2% | 0.00% | 0.0% |
| Q3 2020 | $124,000 | -10.1% | 4,656 | -9.9% | 0.00% | 0.0% |
| Q2 2020 | $138,000 | -16.4% | 5,167 | -16.5% | 0.00% | -50.0% |
| Q1 2020 | $165,000 | +0.6% | 6,186 | -1.6% | 0.00% | +100.0% |
| Q4 2019 | $164,000 | +0.6% | 6,284 | +1.5% | 0.00% | 0.0% |
| Q3 2019 | $163,000 | +0.6% | 6,190 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $162,000 | -11.5% | 6,190 | -12.7% | 0.00% | -50.0% |
| Q1 2019 | $183,000 | -4.7% | 7,090 | -5.9% | 0.00% | 0.0% |
| Q4 2018 | $192,000 | – | 7,538 | – | 0.00% | – |
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% |