SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,754,735 | +1230.5% | 125,730 | +1246.9% | 0.01% | – |
| Q1 2023 | $207,050 | -17.3% | 9,335 | -19.1% | 0.00% | -100.0% |
| Q4 2022 | $250,440 | -9.9% | 11,541 | -10.9% | 0.00% | 0.0% |
| Q3 2022 | $278,000 | +21.4% | 12,960 | +29.4% | 0.00% | – |
| Q2 2022 | $229,000 | +1.8% | 10,019 | +12.9% | 0.00% | – |
| Q4 2021 | $225,000 | -87.5% | 8,875 | -87.3% | 0.00% | -100.0% |
| Q2 2021 | $1,801,000 | +36.1% | 69,653 | +36.5% | 0.00% | +33.3% |
| Q1 2021 | $1,323,000 | +308.3% | 51,021 | +313.2% | 0.00% | 0.0% |
| Q4 2016 | $324,000 | -56.5% | 12,347 | -54.9% | 0.00% | -57.1% |
| Q3 2016 | $744,000 | +6.7% | 27,395 | +7.0% | 0.01% | 0.0% |
| Q2 2016 | $697,000 | – | 25,609 | – | 0.01% | – |
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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% |