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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $498,208 | +8.0% | 22,462 | +5.7% | 0.02% | 0.0% |
| Q4 2022 | $461,329 | -57.2% | 21,259 | -57.6% | 0.02% | -65.5% |
| Q3 2022 | $1,077,000 | -41.2% | 50,198 | -37.4% | 0.06% | -36.8% |
| Q2 2022 | $1,832,000 | -88.7% | 80,194 | -88.2% | 0.09% | -87.9% |
| Q1 2022 | $16,217,000 | -90.9% | 676,854 | -90.4% | 0.72% | -89.5% |
| Q4 2021 | $178,896,000 | -5.7% | 7,048,670 | -4.5% | 6.83% | -29.9% |
| Q3 2021 | $189,805,000 | +4.5% | 7,379,669 | +5.0% | 9.74% | -0.6% |
| Q2 2021 | $181,680,000 | +30.6% | 7,025,524 | +31.0% | 9.80% | +8.5% |
| Q1 2021 | $139,087,000 | – | 5,363,948 | – | 9.04% | – |
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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% |