SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,427 | -1.0% | 18,434 | +4.3% | 0.01% | 0.0% |
| Q2 2023 | $387,150 | -4.5% | 17,670 | -3.3% | 0.01% | -14.3% |
| Q1 2023 | $405,251 | +2.6% | 18,271 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $395,027 | -12.6% | 18,204 | -13.7% | 0.01% | -41.7% |
| Q3 2022 | $452,000 | -6.4% | 21,089 | -0.3% | 0.01% | +9.1% |
| Q2 2022 | $483,000 | -10.4% | 21,155 | -6.0% | 0.01% | 0.0% |
| Q1 2022 | $539,000 | +0.6% | 22,506 | +6.5% | 0.01% | 0.0% |
| Q4 2021 | $536,000 | -3.9% | 21,130 | -2.5% | 0.01% | 0.0% |
| Q3 2021 | $558,000 | +9.0% | 21,677 | +9.5% | 0.01% | -8.3% |
| Q2 2021 | $512,000 | – | 19,793 | – | 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% |