Gradient Investments LLC - SPDR SER TR ownership

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
Gradient Investments LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$83,096
-57.9%
3,995
-55.7%
0.00%
-60.0%
Q2 2023$197,521
-99.4%
9,015
-99.4%
0.01%
-99.5%
Q1 2023$34,602,021
+103.5%
1,560,055
+99.1%
0.94%
+75.9%
Q4 2022$17,006,798
+47141.1%
783,723
+46411.8%
0.54%
+53500.0%
Q3 2022$36,000
-50.0%
1,685
-46.3%
0.00%
-50.0%
Q2 2022$72,000
-55.8%
3,136
-53.8%
0.00%
-50.0%
Q1 2022$163,000
-99.3%
6,789
-99.3%
0.00%
-99.3%
Q4 2021$23,170,000
+13.6%
912,911
+15.2%
0.59%
+2.8%
Q3 2021$20,389,000
+20.6%
792,714
+21.2%
0.57%
+15.4%
Q2 2021$16,908,000
+13.0%
653,811
+13.3%
0.50%
+1.6%
Q1 2021$14,967,000
-63.4%
577,226
-62.4%
0.49%
-72.0%
Q4 2020$40,925,000
-0.6%
1,536,211
-0.6%
1.74%
+0.5%
Q3 2020$41,173,000
+4.4%
1,545,525
+5.0%
1.73%
-3.8%
Q2 2020$39,435,000
+1.5%
1,471,992
+1.1%
1.80%
-14.1%
Q1 2020$38,857,000
+123.7%
1,455,877
+118.8%
2.09%
+170.5%
Q4 2019$17,374,000
+10.5%
665,408
+11.1%
0.77%
+0.5%
Q3 2019$15,729,000
+6.8%
598,739
+6.3%
0.77%
+1.9%
Q2 2019$14,726,000
+24.9%
563,366
+23.4%
0.76%
-0.9%
Q1 2019$11,793,000456,6340.76%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 126,799,083$2,897,359,0008.83%
KWB Wealth 1,390,929$31,783,0006.12%
Redwood Financial Network Corp 206,083$4,709,0005.14%
Leicht Financial Planning & Wealth Management, Inc. 253,435$5,791,0003.92%
Concord Wealth Partners 601,254$13,739,0003.77%
Chesapeake Wealth Management 294,575$6,731,0002.88%
TOWNSQUARE CAPITAL LLC 4,075,275$93,120,0002.64%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,399,160$122,835,0001.71%
Values First Advisors, Inc. 100,493$2,296,0001.63%
KARLINSKI ANDREW C 35,615$814,0001.20%
View complete list of SPDR SER TR shareholders